LegalTeam's Net Worth for September 2020


Assets Value Change ($) Change (%)
Cash $0 - -
Stocks $465 ($60) (11.43%)
Bonds $4,432 ($91) (2.01%)
Annuities $263,149 $4,283 1.65%
Retirement $2,897,914 ($64,454) (2.18%)
Home $2,150,000 - -
Other Real Estate $1,149,000 $234,000 25.57%
Cars $0 - -
Personal Property $0 - -
Other Assets $224,253 ($3,142) (1.38%)
$6,689,213 $170,536 2.62%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,832,371 ($3,729) (0.20%)
Other Mortgage(s) $733,500 - -
Student Loans $0 - -
Credit Cards $89,422 $40,657 83.37%
Car Loans $0 - -
Other Debts $30,255 ($999) (3.20%)
Total Debts $2,685,548 $35,929 1.36%
Net Worth $4,003,665 $134,607 3.48%
*All values shown in USD ($)
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 275,000 over last 12 months for an ROI of 105%.

$1M NW at age 40; $2M NW at age 43; $3M NW at age 45; $4M NW at age 46

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