LegalTeam's Net Worth for May 2020


Assets Value Change ($) Change (%)
Cash $93,177 $27,984 42.92%
Stocks $584 ($15) (2.50%)
Bonds $5,426 $692 14.62%
Annuities $249,316 $3,922 1.60%
Retirement $2,572,525 $99,773 4.03%
Home $2,150,000 - -
Other Real Estate $915,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $190,839 $5,328 2.87%
$6,176,867 $137,684 2.28%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,847,236 ($3,347) (0.18%)
Other Mortgage(s) $733,500 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $34,211 ($987) (2.80%)
Total Debts $2,614,947 ($4,334) (0.17%)
Net Worth $3,561,920 $142,018 4.15%
*All values shown in USD ($)
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 increased approx 123,000 over last 12 months for an ROI of 44%.

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

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