LegalTeam's Net Worth for January 2020


Assets Value Change ($) Change (%)
Cash $0 - -
Stocks $782 ($94) (10.73%)
Bonds $66,898 $66,898 -
Annuities $238,839 $2,124 0.90%
Retirement $2,606,806 $36,205 1.41%
Home $2,150,000 - -
Other Real Estate $915,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $207,806 ($1,067) (0.51%)
$6,186,131 $104,066 1.71%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,860,568 ($3,310) (0.18%)
Other Mortgage(s) $733,500 - -
Student Loans $0 - -
Credit Cards $124,418 $66,083 113.28%
Car Loans $0 - -
Other Debts $38,158 ($883) (2.26%)
Total Debts $2,756,644 $61,890 2.30%
Net Worth $3,429,487 $42,176 1.25%
*All values shown in USD ($)
Notes:
Was tracking over at NetworthIQ, but no more.
Just added - Bonds = value of vested company stock & options
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 315,000 over last 12 months for an ROI of 115%.

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

Comments