Someday's Net Worth for September 2013


Assets Value Change ($) Change (%)
Cash $10,900 ($200) (1.80%)
Stocks $40,300 $500 1.26%
Bonds $500 - -
Annuities $0 - -
Retirement $293,000 $20,400 7.48%
Home $400,000 - -
Other Real Estate $0 - -
Cars $26,100 - -
Personal Property $0 - -
Other Assets $47,600 ($2,600) (5.18%)
$818,400 $18,100 2.26%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $291,100 ($500) (0.17%)
Other Mortgage(s) $0 - -
Student Loans $1,400 ($100) (6.67%)
Credit Cards $10,400 $1,700 19.54%
Car Loans $16,700 ($700) (4.02%)
Other Debts $0 - -
Total Debts $319,600 $400 0.13%
Net Worth $498,800 $17,700 3.68%
*All values shown in USD ($)
Notes:
Invoice Total for September: $2.5k Other Assets: includes consulting business bank account the kids' college savings accounts. Pulled $10k from this account, some for quarterly tax payments and some to live on (increased retirement withholding and furnishing a couple of rooms ~$5k). Significantly increased retirement withholdings for the last 4 months of the year. We only contributed ~$16k in the first 8 months of the year. The last 4 months we'll contribute an additional ~$24k, for a total of ~$40k for the year.

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