retireby50's Net Worth for July 2014


Assets Value Change ($) Change (%)
Cash $3,364 ($236) (6.56%)
Stocks $31,010 $1,391 4.70%
Bonds $0 - -
Annuities $0 - -
Retirement $129,048 $6,550 5.35%
Home $0 - -
Other Real Estate $0 - -
Cars $13,500 ($500) (3.57%)
Personal Property $0 - -
Other Assets $9,000 $411 4.79%
$185,922 $7,616 4.27%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $28,521 ($1,749) (5.78%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $28,521 ($1,749) (5.78%)
Net Worth $157,401 $9,365 6.33%
*All values shown in USD ($)
Notes:
Some big changes in the numbers because I realized that my USAA account was not properly updating my TSP and Vanguard accounts. I've made the decision to pull the majority of my funds out of my savings account for the purpose of paying off my mom's debt of approximately $10,000 on the credit card. It makes sense for me financial because I would save over $1,000 in interest fees that I would have to pay based on my normal payment plan. Once I clear up her debt, I will be able to aggressively rebuild my savings account. With the first wave of cuts complete within the Army, there will be sometime before my year group is relooked for involuntary separation from the force. Also looking at having my accounts reviewed by a CFP so I can look at some additional investments that I can pursue. The current ones I have are doing well, but they have grown to the point that I do not attain as many shares as I use too.

Comments