LegalTeam's Net Worth for December 2021


Assets Value Change ($) Change (%)
Cash $433,019 ($20,852) (4.59%)
Stocks $56,010 ($271) (0.48%)
Bonds $74,530 $28,681 62.56%
Annuities $308,430 $2,256 0.74%
Retirement $3,708,280 $129,259 3.61%
Home $2,500,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $323,981 $12,378 3.97%
$7,404,250 $151,451 2.09%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,775,402 ($3,860) (0.22%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $14,414 ($1,102) (7.10%)
Total Debts $1,789,816 ($4,962) (0.28%)
Net Worth $5,614,434 $156,413 2.87%
*All values shown in USD ($)
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 615,000 over last 12 months, net of contributions, for an ROI of 465%.

$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

Comments