LegalTeam's Net Worth for August 2021


Assets Value Change ($) Change (%)
Cash $474,357 $23,197 5.14%
Stocks $54,575 $2,173 4.15%
Bonds $18,231 $653 3.71%
Annuities $295,121 $2,263 0.77%
Retirement $3,579,900 $91,117 2.61%
Home $2,500,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $312,603 $5,927 1.93%
$7,234,787 $125,330 1.76%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,790,786 ($3,824) (0.21%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $18,796 ($1,057) (5.32%)
Total Debts $1,809,582 ($4,881) (0.27%)
Net Worth $5,425,205 $130,211 2.46%
*All values shown in USD ($)
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 460,000 over last 12 months, net of contributions, for an ROI of 225%.

$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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