LegalTeam's Net Worth for February 2023


Assets Value Change ($) Change (%)
Cash $277,632 ($23,318) (7.75%)
Stocks & Crypto $52,290 ($194) (0.37%)
Company Stock & Options $238,780 ($35,698) (13.01%)
Annuities Whole Life $351,269 $2,203 0.63%
Retirement $3,290,681 ($84,369) (2.50%)
529 Accounts $311,755 ($5,511) (1.74%)
Home $2,518,000 $18,000 0.72%
Beach House $0 - -
$7,040,407 ($128,887) (1.80%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,720,437 ($3,985) (0.23%)
Beach House Mortgage $0 - -
Credit Cards $0 - -
Total Debts $1,720,437 ($3,985) (0.23%)
Net Worth $5,319,970 ($124,902) (2.29%)
*All values shown in USD ($)
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.

$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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