LegalTeam's Net Worth for June 2023


Assets Value Change ($) Change (%)
Cash $274,151 ($6,308) (2.25%)
Stocks & Crypto $61,464 $4,713 8.30%
Company Stock & Options $337,575 $56,453 20.08%
Annuities Whole Life $367,438 $5,505 1.52%
Retirement $3,648,072 $214,811 6.26%
529 Accounts $336,886 $12,591 3.88%
Home $2,537,000 - -
$7,562,586 $287,765 3.96%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,704,407 ($4,021) (0.24%)
Credit Cards $0 - -
Total Debts $1,704,407 ($4,021) (0.24%)
Net Worth $5,858,179 $291,786 5.24%
*All values shown in USD ($)
Notes:
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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