LegalTeam's Net Worth for August 2020


Assets Value Change ($) Change (%)
Cash $0 - -
Stocks $525 ($27) (4.89%)
Bonds $4,523 ($173) (3.68%)
Annuities $258,866 $2,035 0.79%
Retirement $2,962,368 $154,261 5.49%
Home $2,150,000 - -
Other Real Estate $915,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $227,395 $10,908 5.04%
$6,518,677 $167,004 2.63%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,836,100 ($3,721) (0.20%)
Other Mortgage(s) $733,500 - -
Student Loans $0 - -
Credit Cards $48,765 $16,300 50.21%
Car Loans $0 - -
Other Debts $31,254 ($1,033) (3.20%)
Total Debts $2,649,619 $11,546 0.44%
Net Worth $3,869,058 $155,458 4.19%
*All values shown in USD ($)
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 389,000 over last 12 months for an ROI of 140%.

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

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