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LegalTeam's
Net Worth for December 2015
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Assets
Value
Change ($)
Change (%)
Cash
$19,638
($77,040)
(79.69%)
Stocks & Crypto
$47,554
$1,335
2.89%
Company Stock & Options
$104,908
$28,476
37.26%
Annuities Whole Life
$118,255
$23,538
24.85%
Retirement
$1,081,867
$266,614
32.70%
529 Accounts
$80,998
$21,226
35.51%
Home
$798,691
$15,558
1.99%
Total Assets
$2,251,911
$279,707
14.18%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$560,324
($24,000)
(4.11%)
HELOC
$161,308
($12,000)
(6.92%)
Credit Cards
$70,765
$48,265
214.51%
Life Insurance Loan
$16,659
($16,906)
(50.37%)
Total Debts
$809,056
($4,641)
(0.57%)
Net Worth
$1,442,855
$284,348
24.54%
*
All values shown in USD ($)
Notes:
Recreated from Quicken Net Worth Report. Did not include student loans as a liability, only an expense. Together, our student loans were over $200K, and were finally paid off in 2017.
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