LegalTeam's Net Worth for December 2020


Assets Value Change ($) Change (%)
Cash $584,159 $198,192 51.35%
Stocks $16,121 $10,371 180.37%
Bonds $11,042 $871 8.56%
Annuities $271,762 $2,167 0.80%
Retirement $3,023,286 ($130,871) (4.15%)
Home $2,150,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $261,015 $13,047 5.26%
$6,317,385 $93,777 1.51%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,821,134 ($3,754) (0.21%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $27,202 ($1,017) (3.60%)
Total Debts $1,848,336 ($4,771) (0.26%)
Net Worth $4,469,049 $98,548 2.25%
*All values shown in USD ($)
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 180,000 over last 12 months, net of contributions, for an ROI of 66%.

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

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