LegalTeam's Net Worth for May 2021


Assets Value Change ($) Change (%)
Cash $471,229 ($29,341) (5.86%)
Stocks $48,851 $15,969 48.56%
Bonds $17,440 ($1,038) (5.62%)
Annuities $285,141 $4,320 1.54%
Retirement $3,348,911 $37,072 1.12%
Home $2,150,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $298,555 $6,235 2.13%
$6,620,127 $33,217 0.50%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,802,232 ($3,797) (0.21%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $21,974 ($1,066) (4.63%)
Total Debts $1,824,206 ($4,863) (0.27%)
Net Worth $4,795,921 $38,080 0.80%
*All values shown in USD ($)
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 660,000 over last 12 months, net of contributions, for an ROI of 400%.

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

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