JD2005's Net Worth for June 2023


Assets Value Change ($) Change (%)
Cash $44,558 $4,070 10.05%
Taxable Account $39,091 $2,554 6.99%
Combined Retirement $658,580 $38,484 6.21%
Home $900,000 - -
HSA $29,789 $2,310 8.41%
529s $180,064 $7,805 4.53%
Crypto $0 - -
$1,852,082 $55,223 3.07%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $235,833 ($12,873) (5.18%)
Other Mortgage(s) $0 - -
Other Debts $0 - -
Total Debts $235,833 ($12,873) (5.18%)
Net Worth $1,616,249 $68,096 4.40%
*All values shown in USD ($)
Notes:

Comments

8/7/2023 8:47:09 AM mrw04c
What is your home mortgage paydown plan? I can't help but notice that the balance has been going down alot in the past few months.
8/7/2023 4:07:04 PM JD2005
It is what we are aggressively paying off. The idea is to be totally debt free in 3-5 years.
8/7/2023 9:31:30 PM mrw04c
That's a great thing to shoot for and that you have the income to chunk at it. Best wishes!