MidwesternJD's Net Worth for December 2023


Assets Value Change ($) Change (%)
Cash $7,100 ($2,400) (25.26%)
Stocks $58,730 $3,529 6.39%
Bonds $464 $17 3.80%
Annuities $270,000 $270,000 -
Retirement $935,209 $49,164 5.55%
Home $370,000 - -
Other Real Estate $160,000 - -
Cars $30,000 - -
Personal Property $5,000 - -
Other Assets $56,399 $2,799 5.22%
$1,892,902 $323,109 20.58%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $130,984 ($311) (0.24%)
Other Mortgage(s) $82,716 ($153) (0.18%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $213,700 ($464) (0.22%)
Net Worth $1,679,202 $323,573 23.87%
*All values shown in USD ($)
Notes:
Stocks = 529
Annuities = pension value
Bonds = taxable
Other = HSA

Looking to 2024, I'm adding in the value of my pension. If I quit today and survive until age 65 (2049), I'll get ~$1500/mo until I die (using 80 for this calculation). I hit another big cliff in August 2025; then I can start drawing $1350 a month at age 57.

After 2025, for every day I work, I get to retire one day earlier... kind of blows my mind, since part of me feels like I just started my career.

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