LegalTeam's Net Worth for January 2022


Assets Value Change ($) Change (%)
Cash $409,222 ($23,797) (5.50%)
Stocks & Crypto $51,728 ($4,282) (7.65%)
Company Stock & Options $61,718 ($12,812) (17.19%)
Annuities Whole Life $310,622 $2,192 0.71%
Retirement $3,522,749 ($185,531) (5.00%)
529 Accounts $313,480 ($10,501) (3.24%)
Home $2,500,000 - -
$7,169,519 ($234,731) (3.17%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,771,535 ($3,867) (0.22%)
Life Insurance Loan $13,305 ($1,109) (7.69%)
Total Debts $1,784,840 ($4,976) (0.28%)
Net Worth $5,384,679 ($229,755) (4.09%)
*All values shown in USD ($)
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 440,000 over last 12 months, net of contributions, for an ROI of 320%.

$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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