|Paid off life insurance loans and one set of student loans. February and March are months where we receive a significant portion of our annual compensation. All of the cash (and more) will go to taxes in April/June/Sept.
Update: We saved about $200,600 over the past 12 months and our retirement accounts grew by about $432,500 over the same period for an ROI of 116%.
Working on paying off student loans.
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.
I do not include personal property or cars in this analysis.|