|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 100,000 over last 12 months for an ROI of 36%.
$1M NW at age 40; $2M NW at age 43; $3M NW at age 45