Mtthomso's Net Worth for July 2015


Assets Value Change ($) Change (%)
Cash $221,852 ($6,956) (3.04%)
Stocks $11,939 ($1,357) (10.21%)
Bonds $4,750 ($1,050) (18.10%)
Retirement $353,292 $5,315 1.53%
Home $915,000 $15,000 1.67%
Other Real Estate $0 - -
Cars $14,000 - -
Personal Property $10,000 - -
Crypto $10,500 - -
$1,541,333 $10,952 0.72%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $415,500 ($1,500) (0.36%)
Rental Property Mortgages $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Total Debts $415,500 ($1,500) (0.36%)
Net Worth $1,125,833 $12,452 1.12%
*All values shown in USD ($)
Notes:
Settling in to the new financial set up here. I honestly don't like seeing a balance of over $400K on the mortgage. I suppose seeing over $200K in cash offsets it though. Our expenses are running so high right now. With three kids 4 and under, a full time nanny and still spending big bucks do finish our home reno, it just feels like we bleed money. I miss the days of socking away $10,000+ per month into savings. But I suppose that's why you save, so later you can spend it. Better than doing it the other way around. We are still under contract on a really unique investment property. We were supposed to close last week but there are easement issues. We may have to purchase the house for cash instead. We'll see. "Bonds" = Business Account "Other Assets" = Angel investments Here are some goals: 2015 Goals 1) Resume tithing at least 10% of gross income 2) Achieve networth of $1.2MM or greater 3) Cash position of at least 75K ***GOAL MET/June*** 4) Retirement savings of at least $350K 5) Liquid N.W of at least $350K ***GOAL MET/June*** 6) Home value of $1,000,000 7) SPEND MORE TIME WITH WIFE AND KIDS THIS YEAR!!! ***GOAL MET/May***

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