LegalTeam's Net Worth for January 2017


Assets Value Change ($) Change (%)
Cash $11,500 $11,500 -
Stocks $4,571 ($144) (3.05%)
Bonds $0 - -
Annuities $145,738 $1,658 1.15%
Retirement $1,499,138 $26,380 1.79%
Home $815,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $118,765 $4,454 3.90%
$2,594,712 $43,848 1.72%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $733,500 $47,870 6.98%
Other Mortgage(s) $0 - -
Student Loans $12,906 $12,906 -
Credit Cards $0 ($30,901) -
Car Loans $0 - -
Other Debts $4,555 $4,555 -
Total Debts $750,961 $34,430 4.81%
Net Worth $1,843,751 $9,418 0.51%
*All values shown in USD ($)
Notes:
Copied from Networth IQ Update: Re-financed the mortgage. We saved about $194,000 over the past 12 months and our retirement accounts grew by about $388,000 over the same period for an ROI of 100%. Working on paying off the retirement loan and student loans. DEFINITIONS: Cash is net of credit card debt, which is paid off each month. Annuities represents the cash value of whole life insurance. Retirement accounts are 401(k) accounts, IRAs, and lump sum value of pension. Stocks are in a taxable brokerage account following a dividend growth investment strategy. Other assets are 529 accounts. Home value fixed at $815,000, equal to a recent appraisal. Other debts are loans against life insurance. I do not include personal property or cars in this analysis.

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