LegalTeam's Net Worth for September 2021


Assets Value Change ($) Change (%)
Cash $450,440 ($23,917) (5.04%)
Stocks $52,085 ($2,490) (4.56%)
Bonds $17,116 ($1,115) (6.12%)
Annuities $299,573 $4,452 1.51%
Retirement $3,478,814 ($101,086) (2.82%)
Home $2,500,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $305,143 ($7,460) (2.39%)
$7,103,171 ($131,616) (1.82%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,786,953 ($3,833) (0.21%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $17,705 ($1,091) (5.80%)
Total Debts $1,804,658 ($4,924) (0.27%)
Net Worth $5,298,513 ($126,692) (2.34%)
*All values shown in USD ($)
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 430,000 over last 12 months, net of contributions, for an ROI of 215%.

$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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