LegalTeam's Net Worth for June 2021


Assets Value Change ($) Change (%)
Cash $453,814 ($17,415) (3.70%)
Stocks $50,808 $1,957 4.01%
Bonds $19,125 $1,685 9.66%
Annuities $290,305 $5,164 1.81%
Retirement $3,444,370 $95,459 2.85%
Home $2,150,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $302,484 $3,929 1.32%
$6,710,906 $90,779 1.37%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,798,425 ($3,807) (0.21%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $20,924 ($1,050) (4.78%)
Total Debts $1,819,349 ($4,857) (0.27%)
Net Worth $4,891,557 $95,636 1.99%
*All values shown in USD ($)
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 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

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