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Net Worth Report for May 2008

Assets   $ Diff % Diff
Cash $7,335 ($1,202) -14.08 %
Stocks $931 $67 7.75 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $8,768 $431 5.17 %
Home $189,900 $0 0.00 %
Other Real Estate $0 $0 -
Cars $2,190 $0 0.00 %
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $209,124 ($704) -0.34 %
Debts   $ Diff % Diff
Home Mortgage(s) $182,523 ($213) -0.12 %
Other Mortgage(s) $0 $0 -
Student Loans $51,464 ($40) -0.08 %
Credit Card $3,966 $132 3.44 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $237,953 ($121) -0.05 %
 
Net Worth ($28,829) ($583) -2.06 %
Net Worth History Chart
Monthly Entry
Some wedding financials are influencing the credit card debt- this is generally part of the joint accounts.

Standard Disclaimer: Only my individual accounts, does not include joint accounts.

Net Worth Report for April 2008

Assets   $ Diff % Diff
Cash $8,537 $2,595 43.67 %
Stocks $864 $9 1.05 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $8,337 $472 6.00 %
Home $189,900 $0 0.00 %
Other Real Estate $0 $0 -
Cars $2,190 $0 0.00 %
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $209,828 $3,076 1.49 %
Debts   $ Diff % Diff
Home Mortgage(s) $182,736 $0 0.00 %
Other Mortgage(s) $0 $0 -
Student Loans $51,504 ($185) -0.36 %
Credit Card $3,834 $125 3.37 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $238,074 ($60) -0.03 %
 
Net Worth ($28,246) $3,136 9.99 %
Net Worth History Chart
Monthly Entry
Some wedding financials are influencing the credit card debt and cash-these are generally part of the joint accounts but are balanced out.

Standard Disclaimer: Only my individual accounts, does not include joint accounts.

Net Worth Report for March 2008

Assets   $ Diff % Diff
Cash $5,942 - -
Stocks $855 - -
Bonds $0 - -
Annuities $0 - -
Retirement $7,865 - -
Home $189,900 - -
Other Real Estate $0 - -
Cars $2,190 - -
Personal Property $0 - -
Other $0 - -
Total Assets $206,752 - -
Debts   $ Diff % Diff
Home Mortgage(s) $182,736 - -
Other Mortgage(s) $0 - -
Student Loans $51,689 - -
Credit Card $3,709 - -
Car Loans $0 - -
Other $0 - -
Total Debts $238,134 - -
 
Net Worth ($31,382) - -
Net Worth History Chart
Monthly Entry
As my first entry these value represent my standing (and only my standing) as of 04/03/2008.

The joint accounts I hold with my fiancee are not represented here, and neither are her liabilities. Much of the funds reported in the cash accounts have been earmarked for wedding expenses along with the bulk of the credit card balances. In addition the credit card balances include joint expenses paid for furnishing the new condo.

The stock reported is the face value of the four shares of company stock I hold under the 2008 employee plan, it does not include any portion of the indemnity plan, stock appreciation rights, or matching shares.