LegalTeam's Net Worth for October 2020


Assets Value Change ($) Change (%)
Cash $343,788 $343,788 -
Stocks $5,160 $4,695 1,009.68%
Bonds $4,818 $386 8.71%
Annuities $267,238 $4,089 1.55%
Retirement $2,885,897 ($12,017) (0.41%)
Home $2,150,000 - -
Other Real Estate $0 ($1,149,000) -
Cars $0 - -
Personal Property $0 - -
Other Assets $223,006 ($1,247) (0.56%)
$5,879,907 ($809,306) (12.10%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,828,634 ($3,737) (0.20%)
Other Mortgage(s) $0 ($733,500) -
Student Loans $0 - -
Credit Cards $0 ($89,422) -
Car Loans $0 - -
Other Debts $29,231 ($1,024) (3.38%)
Total Debts $1,857,865 ($827,683) (30.82%)
Net Worth $4,022,042 $18,377 0.46%
*All values shown in USD ($)
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 190,000 over last 12 months for an ROI of 70%.

Sold rental property this month: added to cash, other real estate and other mortgage now zero.

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

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