retireby50's Net Worth for September 2022


Assets Value Change ($) Change (%)
Cash $10,354 ($6,963) (40.21%)
Stocks $122,494 ($6,127) (4.76%)
Bonds $0 - -
Annuities $0 - -
Retirement $424,380 ($18,703) (4.22%)
Home $0 - -
Other Real Estate $0 - -
Cars $5,000 - -
Personal Property $0 - -
Other Assets $51,314 ($3,259) (5.97%)
$613,542 ($35,052) (5.40%)
 
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 $613,542 ($35,052) (5.40%)
*All values shown in USD ($)
Notes:
No change to A and B below.

a. Find investment vehicle for mom's savings account that I am building (currently at $2,900)

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.

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