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UTex08's
Net Worth for February 2019
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Assets
Value
Change ($)
Change (%)
Cash
$47,967
$6,311
15.15%
Stocks
$129,732
$4,314
3.44%
Bonds
$0
-
-
Annuities
$0
-
-
Retirement
$520,718
$41,099
8.57%
Home
$618,000
-
-
Other Real Estate
$190,000
-
-
Cars
$17,950
-
-
Personal Property
$0
-
-
Kids 529 College Savings
$0
-
-
Total Assets
$1,524,367
$51,724
3.51%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$454,652
($689)
(0.15%)
Other Mortgage(s)
$64,787
($387)
(0.59%)
Student Loans
$0
-
-
Credit Cards
$0
-
-
Car Loans
$0
-
-
Other Debts
$0
-
-
Total Debts
$519,439
($1,076)
(0.21%)
Net Worth
$1,004,928
$52,800
5.55%
*
All values shown in USD ($)
Notes:
IRA's maxed out for 2019 via Roth conversion. The next few months we'll be working on maxing out our 401k's. Continuing to put $1,000/month into our daughter's 529 college fund.
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