LegalTeam's Net Worth for October 2019


Assets Value Change ($) Change (%)
Cash $0 - -
Stocks & Crypto $838 ($37) (4.23%)
Company Stock & Options $234,041 $1,913 0.82%
Annuities Whole Life $232,376 $3,987 1.75%
Retirement $2,230,044 $54,191 2.49%
529 Accounts $194,851 $6,079 3.22%
Home $2,150,000 - -
Rental House $815,000 - -
$5,857,150 $66,133 1.14%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,870,469 ($3,282) (0.18%)
Rental Mortgage $733,500 - -
Credit Cards $144,574 $3,537 2.51%
Life Insurance Loan $40,924 ($948) (2.26%)
Total Debts $2,789,467 ($693) (0.02%)
Net Worth $3,067,683 $66,826 2.23%
*All values shown in USD ($)
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 238,000 over last 12 months for an ROI of 87%.

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

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