LegalTeam's Net Worth for October 2022


Assets Value Change ($) Change (%)
Cash $342,170 ($26,960) (7.30%)
Stocks & Crypto $46,288 $3,869 9.12%
Company Stock & Options $98,503 $17,724 21.94%
Annuities Whole Life $341,981 $8,973 2.69%
Retirement $3,074,193 $201,422 7.01%
529 Accounts $281,007 $16,040 6.05%
Home $2,500,000 - -
$6,684,142 $221,068 3.42%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,736,322 ($3,948) (0.23%)
Life Insurance Loan $2,985 ($1,172) (28.19%)
Total Debts $1,739,307 ($5,120) (0.29%)
Net Worth $4,944,835 $226,188 4.79%
*All values shown in USD ($)
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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