LegalTeam's Net Worth for December 2019


Assets Value Change ($) Change (%)
Cash $0 - -
Stocks $876 $31 3.67%
Bonds $0 - -
Annuities $236,715 $2,051 0.87%
Retirement $2,570,601 $79,109 3.18%
Home $2,150,000 - -
Other Real Estate $915,000 $100,000 12.27%
Cars $0 - -
Personal Property $0 - -
Other Assets $208,873 $7,542 3.75%
$6,082,065 $188,733 3.20%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,863,878 ($3,300) (0.18%)
Other Mortgage(s) $733,500 - -
Student Loans $0 - -
Credit Cards $58,335 ($57,938) (49.83%)
Car Loans $0 - -
Other Debts $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