LegalTeam's Net Worth for July 2020


Assets Value Change ($) Change (%)
Cash $0 ($82,544) -
Stocks $552 ($33) (5.64%)
Bonds $4,696 $80 1.73%
Annuities $256,831 $2,034 0.80%
Retirement $2,808,107 $122,839 4.57%
Home $2,150,000 - -
Other Real Estate $915,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $216,487 $10,128 4.91%
$6,351,673 $52,504 0.83%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,839,821 ($3,711) (0.20%)
Other Mortgage(s) $733,500 - -
Student Loans $0 - -
Credit Cards $32,465 $32,465 -
Car Loans $0 - -
Other Debts $32,287 ($1,043) (3.13%)
Total Debts $2,638,073 $27,711 1.06%
Net Worth $3,713,600 $24,793 0.67%
*All values shown in USD ($)
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 216,000 over last 12 months for an ROI of 78%.

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

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