LegalTeam's Net Worth for December 2019


Assets Value Change ($) Change (%)
Cash $0 - -
Stocks & Crypto $876 $31 3.67%
Company Stock & Options $239,778 $3,825 1.62%
Annuities Whole Life $236,715 $2,051 0.87%
Retirement $2,330,823 $75,284 3.34%
529 Accounts $208,873 $7,542 3.75%
Home $2,150,000 - -
Rental House $915,000 $915,000 -
$6,082,065 $188,733 3.20%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,863,878 ($3,300) (0.18%)
Rental Mortgage $733,500 - -
Credit Cards $58,335 ($57,938) (49.83%)
Life Insurance Loan $39,041 ($974) (2.43%)
Total Debts $2,694,754 ($62,212) (2.26%)
Net Worth $3,387,311 $250,945 8.00%
*All values shown in USD ($)
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 450,000 over last 12 months for an ROI of 165%.

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

Comments