|Should see a good bonus (paid in January), and expect the ESOP shares to be valued substantially higher. Expect (vested) stock balance to go to $4,500 and total balance to $21,000.
Decided to bring down the total value of the investment properties this month ("Other Real Estate") due to a lower-than-expected appraisal. While I hated to see the lower amount, that particular investment still provides great cash flow. Later this month I will refinance and move to a lower-rate loan (pay back the hard money loan).
Debt-to-Asset ratio = 65.47%
"Stocks" = Vested balance in company stock
"Annuities" = Investment Property Savings (minus security deposits)
"Other Assets" = Health Savings Account
"Other Real Estate" = Investment Properties (current market values)
"Other Mortgage" = Investment Property Mortgages
"Other Debts" = Hard money loan for rental property rehab|