getagrip's Net Worth for March 2024


Assets Value Change ($) Change (%)
Cash $60,000 $10,000 20.00%
Stocks $0 - -
Bonds $0 - -
Annuities $0 - -
Retirement $1,456,000 $121,000 9.06%
Home $435,000 $5,000 1.16%
Other Real Estate $0 - -
Cars $45,000 ($2,000) (4.26%)
Personal Property $6,500 - -
Other Assets $0 - -
$2,002,500 $134,000 7.17%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $28,900 ($2,300) (7.37%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $10,400 ($2,950) (22.10%)
Other Debts $0 - -
Total Debts $39,300 ($5,250) (11.78%)
Net Worth $1,963,200 $139,250 7.63%
*All values shown in USD ($)
Notes:
Market going up helps with goading me towards retirement. I've skimmed what I plan on withdrawing so even if the market sinks a bit I'm in good shape. Upped the house a bit. Have hired a lawyer to help with sibling issues, so that will be a potential drain on cash in the next few months along with out of state traveling costs. Car loan on track to get paid off by Dec/Jan timeline. Still debating on time to submit retirement paperwork. Got a line on a CFP who does one shot assessments with a bit of advice. Just looking for a final sanity check before I cease the 9 to 5 so I will likely be giving them a call and dropping some money. Otherwise things are going fine at the moment.

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