retireby50's Net Worth for January 2022


Assets Value Change ($) Change (%)
Cash $13,284 $866 6.97%
Stocks $155,273 $1,026 0.67%
Bonds $0 - -
Annuities $0 - -
Retirement $508,647 $4,744 0.94%
Home $0 - -
Other Real Estate $0 - -
Cars $5,000 - -
Personal Property $0 - -
Other Assets $50,109 $812 1.65%
$732,313 $7,448 1.03%
 
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 $732,313 $7,448 1.03%
*All values shown in USD ($)
Notes:
Need to complete my voucher for picking up my vehicle.

No change to A and B below.

a. Find investment vehicle for mom's savings account that I am building (currently at $2,750)

b. Find account for long term savings. I am of the mindset that I would like to have two "pots" for my savings. One where I retain my money market account at $20k, which will form my emergency nest egg. The second account will be in a slightly more riskier fund (50/50 stocks/bond acct?) and will contain my long term emergency fund, which I would like to grow to $80k+. By doing this, I feel that most of my emergency fund will grow to at least match with inflation over the years.

Of the other assets, approximately $500 is in a European account I need to close.

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