LegalTeam's Net Worth for February 2021


Assets Value Change ($) Change (%)
Cash $478,628 $259,492 118.42%
Stocks $19,454 ($159) (0.81%)
Bonds $16,791 ($1,289) (7.13%)
Annuities $275,892 $2,045 0.75%
Retirement $3,081,207 $51,758 1.71%
Home $2,150,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $273,463 $10,365 3.94%
$6,295,435 $322,212 5.39%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,813,599 ($3,771) (0.21%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $25,124 ($1,047) (4.00%)
Total Debts $1,838,723 ($4,818) (0.26%)
Net Worth $4,456,712 $327,030 7.92%
*All values shown in USD ($)
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 460,000 over last 12 months, net of contributions, for an ROI of 250%.

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

Comments