LegalTeam's Net Worth for March 2020


Assets Value Change ($) Change (%)
Cash $29,891 $29,891 -
Stocks $492 ($158) (24.31%)
Bonds $28,746 - -
Annuities $243,324 $2,611 1.08%
Retirement $2,300,300 ($185,235) (7.45%)
Home $2,150,000 - -
Other Real Estate $915,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $170,750 ($26,877) (13.60%)
$5,838,503 ($179,768) (2.99%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,853,921 ($3,328) (0.18%)
Other Mortgage(s) $733,500 - -
Student Loans $0 - -
Credit Cards $0 ($27,892) -
Car Loans $0 - -
Other Debts $36,164 ($1,994) (5.23%)
Total Debts $2,623,585 ($33,214) (1.25%)
Net Worth $3,214,918 ($146,554) (4.36%)
*All values shown in USD ($)
Notes:
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 decreased approx 190,000 over last 12 months for an ROI of -69%.

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

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