LegalTeam's Net Worth for November 2022


Assets Value Change ($) Change (%)
Cash $328,815 ($13,355) (3.90%)
Stocks & Crypto $47,452 $1,164 2.51%
Company Stock & Options $145,097 $46,594 47.30%
Annuities Whole Life $344,452 $2,471 0.72%
Retirement $3,281,174 $206,981 6.73%
529 Accounts $303,975 $22,968 8.17%
Home $2,500,000 - -
$6,950,965 $266,823 3.99%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,732,364 ($3,958) (0.23%)
Life Insurance Loan $1,802 ($1,183) (39.63%)
Total Debts $1,734,166 ($5,141) (0.30%)
Net Worth $5,216,799 $271,964 5.50%
*All values shown in USD ($)
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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