LegalTeam's Net Worth for June 2022


Assets Value Change ($) Change (%)
Cash $382,285 $3,390 0.89%
Stocks & Crypto $41,264 ($5,645) (12.03%)
Company Stock & Options $96,859 ($79,791) (45.17%)
Annuities Whole Life $328,051 $5,306 1.64%
Retirement $3,006,601 ($242,903) (7.48%)
529 Accounts $278,133 ($19,476) (6.54%)
Home $2,500,000 - -
$6,633,193 ($339,119) (4.86%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,752,062 ($3,912) (0.22%)
Life Insurance Loan $7,639 ($1,153) (13.11%)
Total Debts $1,759,701 ($5,065) (0.29%)
Net Worth $4,873,492 ($334,054) (6.41%)
*All values shown in USD ($)
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 (and cash = 0), such debt exceeds current cash on hand.
Other debts = loans against life insurance

$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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