General notes on my tracking: - Stocks = all liquid brokerage accounts and includes some bond funds, cash, and REITs - Bonds = all directly held bonds. - Home = purchase price of home , current value is around 944K, but like taking home appreciation out of my tracking so leave it fixed. - Other real estate = REITS held in a separate account - 529s = for 2 kids, first will be college age in 2028. - Crypto = Junk - ESPP = 10% discount on company stock, about 50% of the time I sell right after purchase previously received shares (long term gains) - Car Value = Estimated proceeds from trade in of vehicle - Car Leases = Remaining lease payments on a 2nd vehicle (and possibly a third coming soon). - Mortgage - 2% Rate , 8 years left (17K left of interest payments) - CC = current balance, auto-pays multiple cards down to 0 during the month.
Goals: NW over 5 million by 2030.
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