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 650,000 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 |