LegalTeam's Net Worth for October 2021


Assets Value Change ($) Change (%)
Cash $453,043 $2,603 0.58%
Stocks $57,434 $5,349 10.27%
Bonds $28,922 $11,806 68.98%
Annuities $303,721 $4,148 1.38%
Retirement $3,674,677 $195,863 5.63%
Home $2,500,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $318,274 $13,131 4.30%
$7,336,071 $232,900 3.28%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,783,112 ($3,841) (0.21%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $16,610 ($1,095) (6.18%)
Total Debts $1,799,722 ($4,936) (0.27%)
Net Worth $5,536,349 $237,836 4.49%
*All values shown in USD ($)
Notes:
Bonds = value of vested company stock & options
Other assets = 529 accounts
Stocks = Brokerage and Cryptocurrency
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 645,000 over last 12 months, net of contributions, for an ROI of 330%.

$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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