JD2005's Net Worth for June 2020


Assets Value Change ($) Change (%)
Cash $65,406 $1,505 2.36%
Stocks $0 - -
Bonds $0 - -
Annuities $128,283 $6,494 5.33%
Retirement $430,209 $21,664 5.30%
Home $660,000 - -
Other Real Estate $0 - -
Cars $13,000 ($1,000) (7.14%)
Personal Property $0 - -
Other Assets $6,466 $464 7.73%
$1,303,364 $29,127 2.29%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $401,441 ($15,833) (3.79%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $401,441 ($15,833) (3.79%)
Net Worth $901,923 $44,960 5.25%
*All values shown in USD ($)
Notes:
Annuities = 529; Other = HSA; depreciating cars $500/month each.

Making push to pay off mortgage to below 400k by year end.

Comments

7/2/2020 3:56:05 PM JD2005
Making a push to pay off as much mortgage as possible before year end.
7/5/2020 6:31:41 AM Fern
Excellent strategy...maintain your focus!! You got this.