LegalTeam's Net Worth for November 2021


Assets Value Change ($) Change (%)
Cash $453,871 $828 0.18%
Stocks $56,281 ($1,153) (2.01%)
Bonds $45,849 $16,927 58.53%
Annuities $306,174 $2,453 0.81%
Retirement $3,579,021 ($95,656) (2.60%)
Home $2,500,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $311,603 ($6,671) (2.10%)
$7,252,799 ($83,272) (1.14%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,779,262 ($3,850) (0.22%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $15,516 ($1,094) (6.59%)
Total Debts $1,794,778 ($4,944) (0.27%)
Net Worth $5,458,021 ($78,328) (1.41%)
*All values shown in USD ($)
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 280,000 over last 12 months, net of contributions, for an ROI of 145%.

$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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