proud2bfrugal's Net Worth for December 2013


Assets Value Change ($) Change (%)
Cash $194,000 $16,000 8.99%
Stocks $25,000 ($15,000) (37.50%)
Bonds $20,000 $20,000 -
Annuities $0 - -
Retirement $1,063,000 $63,000 6.30%
Home $350,000 ($2,000) (0.57%)
Other Real Estate $0 - -
Cars $30,000 - -
Personal Property $5,000 - -
Other Assets $0 - -
$1,687,000 $82,000 5.11%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $0 - -
Net Worth $1,687,000 $82,000 5.11%
*All values shown in USD ($)
Notes:
Retirement accounts returning about 16% year to date. Wife got a new job a few months ago so our income is back at the same level it was prior to her layoff. House value (calculated on Zillow) down $2K. I don't know how much I believe it, but I'll use it as a measure for now. Interviewed a new accountant to discuss tax strategies.

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