LegalTeam's Net Worth for January 2021


Assets Value Change ($) Change (%)
Cash $219,136 ($365,023) (62.49%)
Stocks $19,613 $3,492 21.66%
Bonds $18,080 $7,038 63.74%
Annuities $273,847 $2,085 0.77%
Retirement $3,029,449 $6,163 0.20%
Home $2,150,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $263,098 $2,083 0.80%
$5,973,223 ($344,162) (5.45%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,817,370 ($3,764) (0.21%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $26,171 ($1,031) (3.79%)
Total Debts $1,843,541 ($4,795) (0.26%)
Net Worth $4,129,682 ($339,367) (7.59%)
*All values shown in USD ($)
Notes:
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, net of contributions, for an ROI of 72%.

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

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