LegalTeam's Net Worth for September 2019


Assets Value Change ($) Change (%)
Cash $0 - -
Stocks $875 ($1,010) (53.58%)
Bonds $0 - -
Annuities $228,389 $24,953 12.27%
Retirement $2,407,981 $528,544 28.12%
Home $2,150,000 - -
Other Real Estate $815,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $188,772 $38,053 25.25%
$5,791,017 $590,540 11.36%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,873,751 ($30,249) (1.59%)
Other Mortgage(s) $733,500 - -
Student Loans $0 - -
Credit Cards $141,037 $13,296 10.41%
Car Loans $0 - -
Other Debts $41,872 ($8,142) (16.28%)
Total Debts $2,790,160 ($25,095) (0.89%)
Net Worth $3,000,857 $615,635 25.81%
*All values shown in USD ($)
Notes:
Was tracking over at NetworthIQ, but no more.
Other assets = 529 accounts
Cash is net of credit card and personal loan debt. If Credit Card debt is a positive number, such debt exceeds current cash on hand.
Other debts = loans against life insurance
Retirement accounts value increased approx 72,400 over last 12 months for an ROI of 26%.

$1M NW at age 40; $2M NW at age 43; $3M NW at age 45

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