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JD2005's
Net Worth for August 2018
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Assets
Value
Change ($)
Change (%)
Cash
$16,512
$4,513
37.61%
Taxable Account
$0
-
-
Combined Retirement
$332,319
$8,696
2.69%
Home
$660,000
-
-
Cars
$15,500
($500)
(3.13%)
HSA
$2,884
$143
5.22%
529s
$83,405
$348
0.42%
Total Assets
$1,110,620
$13,200
1.20%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$455,365
-
-
Other Mortgage(s)
$0
-
-
Other Debts
$0
-
-
Total Debts
$455,365
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-
Net Worth
$655,255
$13,200
2.06%
*
All values shown in USD ($)
Notes:
Annuities = 529 plans; Other Assets = HSA; Home estimate $$ from 9.2017 appraisal for HELOC; Going to Depreciate cars $500 / month until they get to zero.
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