LegalTeam's Net Worth for April 2020


Assets Value Change ($) Change (%)
Cash $65,193 $35,302 118.10%
Stocks $599 $107 21.75%
Bonds $4,734 ($24,012) (83.53%)
Annuities $245,394 $2,070 0.85%
Retirement $2,472,752 $172,452 7.50%
Home $2,150,000 - -
Other Real Estate $915,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $185,511 $14,761 8.64%
$6,039,183 $200,680 3.44%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,850,583 ($3,338) (0.18%)
Other Mortgage(s) $733,500 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $35,198 ($966) (2.67%)
Total Debts $2,619,281 ($4,304) (0.16%)
Net Worth $3,419,902 $204,984 6.38%
*All values shown in USD ($)
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 70,000 over last 12 months for an ROI of -25%.

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

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