LegalTeam's Net Worth for October 2023


Assets Value Change ($) Change (%)
Cash $157,645 ($20,854) (11.68%)
Stocks & Crypto $33,044 $3,779 12.91%
Company Stock & Options $213,445 ($103,575) (32.67%)
Annuities Whole Life $381,812 $4,352 1.15%
Retirement $3,348,209 ($89,474) (2.60%)
529 Accounts $296,610 ($3,860) (1.28%)
Home $2,537,000 - -
Beach House $1,600,000 - -
$8,567,765 ($209,632) (2.39%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,688,229 ($4,058) (0.24%)
Beach House Mortgage $1,337,051 ($51,699) (3.72%)
Total Debts $3,025,280 ($55,757) (1.81%)
Net Worth $5,542,485 ($153,875) (2.70%)
*All values shown in USD ($)
Notes:
ouses 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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