jaymanc's Net Worth for September 2023


Assets Value Change ($) Change (%)
Cash $59,324 $2,721 4.81%
Stocks $77,844 ($1,898) (2.38%)
IRA $0 - -
Retirement $515,767 ($32,353) (5.90%)
529 Plan $15,453 $552 3.70%
Home $360,000 - -
Cars $45,000 - -
Personal Property $0 - -
Motorcycle $3,000 ($500) (14.29%)
$1,076,388 ($31,478) (2.84%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $174,580 ($950) (0.54%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 ($1,341) -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $174,580 ($2,291) (1.30%)
Net Worth $901,808 ($29,187) (3.14%)
*All values shown in USD ($)
Notes:
Updating with number from September. Anticipating some expenses in the next few weeks as I attend a wedding in Florida - travel, food, incidentals, etc. Mid-October my category will change at work. Expecting around a $20k raise as a result. The increased income should help with increasing retirement contributions to make up for the insufficient 401k at my current employer. I'll be maximizing the match there and I believe there is an opportunity to buy stock at a discounted price or perhaps some profit-sharing. Either way, I'll see where I can fit it into the budget to benefit.

The holidays are coming up, I'll need to set money aside to prepare for those expenses. I also need to make arrangements for repairs to be completed around the house. I've been dragging my feet on getting it done.

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