LegalTeam's Net Worth for June 2020


Assets Value Change ($) Change (%)
Cash $82,544 ($10,633) (11.41%)
Stocks $585 $1 0.17%
Bonds $4,616 ($810) (14.93%)
Annuities $254,797 $5,481 2.20%
Retirement $2,685,268 $112,743 4.38%
Home $2,150,000 - -
Other Real Estate $915,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $206,359 $15,520 8.13%
$6,299,169 $122,302 1.98%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,843,532 ($3,704) (0.20%)
Other Mortgage(s) $733,500 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $33,330 ($881) (2.58%)
Total Debts $2,610,362 ($4,585) (0.18%)
Net Worth $3,688,807 $126,887 3.56%
*All values shown in USD ($)
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 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

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