LegalTeam's Net Worth for March 2021


Assets Value Change ($) Change (%)
Cash $517,475 $38,847 8.12%
Stocks $19,629 $175 0.90%
Bonds $18,194 $1,403 8.36%
Annuities $278,681 $2,789 1.01%
Retirement $3,162,275 $81,068 2.63%
Home $2,150,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $280,920 $7,457 2.73%
$6,427,174 $131,739 2.09%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,809,818 ($3,781) (0.21%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $24,090 ($1,034) (4.12%)
Total Debts $1,833,908 ($4,815) (0.26%)
Net Worth $4,593,266 $136,554 3.06%
*All values shown in USD ($)
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 764,000 over last 12 months, net of contributions, for an ROI of 440%.

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

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