Someday's Net Worth for December 2012


Assets Value Change ($) Change (%)
Cash $10,500 $1,000 10.53%
Stocks $31,700 $1,000 3.26%
Bonds $500 - -
Annuities $0 - -
Retirement $233,000 $11,800 5.33%
Home $400,000 - -
Other Real Estate $0 - -
Cars $29,800 ($200) (0.67%)
Personal Property $0 - -
Other Assets $27,500 $3,700 15.55%
$733,000 $17,300 2.42%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $295,900 ($500) (0.17%)
Other Mortgage(s) $0 - -
Student Loans $2,100 ($100) (4.55%)
Credit Cards $8,400 ($200) (2.33%)
Car Loans $22,600 ($1,300) (5.44%)
Other Debts $0 - -
Total Debts $329,000 ($2,100) (0.63%)
Net Worth $404,000 $19,400 5.04%
*All values shown in USD ($)
Notes:
Invoice Total for January: $4.6k Other Assets: includes consulting business bank account the kids' college savings accounts. We reduced 401k contributions to a rate of $21k per year from about $50k per year. We are having some work done on the house (~$6.5k) and have a 0% credit card coming due that needs to be paid off. I'm hoping to increase the retirement savings again in a few months.

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