LegalTeam's Net Worth for April 2021


Assets Value Change ($) Change (%)
Cash $500,570 ($16,905) (3.27%)
Stocks $32,882 $13,253 67.52%
Bonds $18,478 $284 1.56%
Annuities $280,821 $2,140 0.77%
Retirement $3,311,839 $149,564 4.73%
Home $2,150,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $292,320 $11,400 4.06%
$6,586,910 $159,736 2.49%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,806,029 ($3,789) (0.21%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $23,040 ($1,050) (4.36%)
Total Debts $1,829,069 ($4,839) (0.26%)
Net Worth $4,757,841 $164,575 3.58%
*All values shown in USD ($)
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 700,000 over last 12 months, net of contributions, for an ROI of 410%.

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

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