Someday's Net Worth for May 2016


Assets Value Change ($) Change (%)
Cash $18,900 $2,100 12.50%
Stocks $60,800 $1,000 1.67%
Bonds $500 - -
Annuities $0 - -
Retirement $429,100 $12,300 2.95%
Home $500,000 $100,000 25.00%
Other Real Estate $0 - -
Cars $15,300 ($400) (2.55%)
Personal Property $0 - -
Other Assets $24,400 ($17,400) (41.63%)
$1,049,000 $97,600 10.26%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $273,200 ($600) (0.22%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $7,200 ($100) (1.37%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $280,400 ($700) (0.25%)
Net Worth $768,600 $98,300 14.67%
*All values shown in USD ($)
Notes:
Closed consulting company, focused on start-up company. Other Assets: kids' college savings accounts. Upgraded home - $50-$60,000; updated price estimate too, still conservative in current market

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