LegalTeam's Net Worth for July 2021


Assets Value Change ($) Change (%)
Cash $451,160 ($2,654) (0.58%)
Stocks $52,402 $1,594 3.14%
Bonds $17,578 ($1,547) (8.09%)
Annuities $292,858 $2,553 0.88%
Retirement $3,488,783 $44,413 1.29%
Home $2,500,000 $350,000 16.28%
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $306,676 $4,192 1.39%
$7,109,457 $398,551 5.94%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,794,610 ($3,815) (0.21%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $19,853 ($1,071) (5.12%)
Total Debts $1,814,463 ($4,886) (0.27%)
Net Worth $5,294,994 $403,437 8.25%
*All values shown in USD ($)
Notes:
Bonds = value of vested company stock & options
Other assets = 529 accounts
Stocks = Brokerage and Cryptocurreny
House updated to include basis, below Zillow value
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 520,000 over last 12 months, net of contributions, for an ROI of 245%.

$1M NW at age 40; $2M NW at age 43; $3M NW at age 45; $4M NW at age 46; $5M NW at age 47

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