amh1mo's Net Worth for January 2021


Assets Value Change ($) Change (%)
Cash $111,674 $19,250 20.83%
Stocks $10,825 $3,147 40.99%
Bonds $50 - -
Annuities $0 - -
Retirement $379,098 $106,050 38.84%
Home $331,000 - -
Other Real Estate $0 - -
Cars $19,992 $1,871 10.33%
Personal Property $0 - -
Other Assets $20,762 $12,914 164.55%
$873,401 $143,232 19.62%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $152,745 ($3,579) (2.29%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 ($5,324) -
Car Loans $8,091 ($4,045) (33.33%)
Other Debts $0 - -
Total Debts $160,836 ($12,948) (7.45%)
Net Worth $712,565 $156,180 28.07%
*All values shown in USD ($)
Notes:
Other assets include 529 account, my HSA account balance ($6513), credit on credit cards due to a substantial medical reimbursement. Our other HSA account balance is not tracked. We purchased a new car, which I am including as an asset until we pay off the (0%) car loan. Bond is $50 savings bond that has been converted to Treasury Direct. I am using the 2015 assessed value for our home.

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