girlnextdoor's Net Worth for February 2020


Assets Value Change ($) Change (%)
Cash $38,366 ($4,717) (10.95%)
Stocks $34,715 $2,733 8.55%
Bonds $0 - -
Annuities $0 - -
Retirement $503,952 $2,811 0.56%
Home $248,750 - -
Other Real Estate $0 - -
Cars $4,445 ($129) (2.82%)
Personal Property $15,750 - -
Other $0 - -
$845,978 $698 0.08%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $0 - -
Net Worth $845,978 $698 0.08%
*All values shown in USD ($)
Notes:
Month 1 (January) of my strict budget was underwhelming. I stuck to my budget for "personal" spending, but even staying under my limit - $100 - didn't move the needle much for other reasons. I spent $1200 prepaying for a Christmas gift for my siblings (6 concert tickets). I'm excited to spend the time with them this summer and to have an "adults" trip with them, because it occurs to me that the six of us (my brothers, their wives, my husband, and me) have never done anything just the six of us that I can think of. Occasionally we play board games after my parents have gone to bed and sometimes all the littles are asleep, but even that is uncommon. This month LOOKS worse than it is - money pulled from my checking account to my Roth and promptly showed up as nothing as the market dropped. I didn't ask for it to be pulled, so my financial adviser must have set it on auto-pay. It wasn't a big deal, but a little annoying. Now we need to contribute to H's Roth for last year before April, and then decide when to contribute for this year to his.

Comments

2/3/2020 1:25:41 PM girlnextdoor
Also - I added my HSA (this is the first year I've had one) under stocks, so $1500 of the amount in stocks is actually money in an HSA. Not sure if I'll leave it there or move it to another category later. Also not sure if we will pay out of pocket or pull from HSA for medical expenses .... TBD.