LegalTeam's Net Worth for November 2020


Assets Value Change ($) Change (%)
Cash $385,967 $42,179 12.27%
Stocks $5,750 $590 11.43%
Bonds $10,171 $5,353 111.10%
Annuities $269,595 $2,357 0.88%
Retirement $3,154,157 $268,260 9.30%
Home $2,150,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $247,968 $24,962 11.19%
$6,223,608 $343,701 5.85%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,824,888 ($3,746) (0.20%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $28,219 ($1,012) (3.46%)
Total Debts $1,853,107 ($4,758) (0.26%)
Net Worth $4,370,501 $348,459 8.66%
*All values shown in USD ($)
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 397,000 over last 12 months for an ROI of 146%.

Sold rental property in October: 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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