Someday's Net Worth for December 2013


Assets Value Change ($) Change (%)
Cash $11,700 $3,000 34.48%
Stocks $43,000 ($1,000) (2.27%)
Bonds $500 - -
Retirement $334,100 $11,400 3.53%
Home $400,000 - -
Cars $24,800 ($1,300) (4.98%)
College 529 $39,100 ($6,400) (14.07%)
$853,200 $5,700 0.67%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $289,500 ($500) (0.17%)
Student Loans $1,200 ($100) (7.69%)
Credit Cards $12,100 - -
Car Loans $14,800 ($600) (3.90%)
Other Debts $0 - -
Total Debts $317,600 ($1,200) (0.38%)
Net Worth $535,600 $6,900 1.31%
*All values shown in USD ($)
Notes:
Invoice Total for December: no clients Other Assets: includes consulting business bank account the kids' college savings accounts. Pulled $6800 out - estimated taxes due, retirement accounts, etc. Retirement: contributing $6k/month until the end of the year

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