LegalTeam's Net Worth for September 2023


Assets Value Change ($) Change (%)
Cash $178,499 $65,524 58.00%
Stocks & Crypto $29,265 ($62) (0.21%)
Company Stock & Options $317,020 ($11,558) (3.52%)
Annuities Whole Life $377,460 $4,877 1.31%
Retirement $3,437,683 ($185,960) (5.13%)
529 Accounts $300,470 ($45,655) (13.19%)
Home $2,537,000 - -
Beach House $1,600,000 $11,640 0.73%
$8,777,397 ($161,194) (1.80%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,692,287 ($4,049) (0.24%)
Beach House Mortgage $1,388,750 - -
Credit Cards $0 - -
Total Debts $3,081,037 ($4,049) (0.13%)
Net Worth $5,696,360 ($157,145) (2.68%)
*All values shown in USD ($)
Notes:
Houses 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; $6M NW at age 49

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