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Net Worth Report for August 2013

Assets   $ Diff % Diff
Cash $109,669 $218 0.20 %
Stocks $0 $0 -
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $158,702 $8,874 5.92 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $27,816 ($403) -1.43 %
Personal Property $0 $0 -
Other $7,467 $345 4.84 %
Total Assets $303,654 $9,034 3.07 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $1,418 $1,166 462.70 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $1,418 $1,166 462.70 %
 
Net Worth $302,236 $7,868 2.67 %
Net Worth History Chart
Monthly Entry
I did it! I reached my $300k by age 30 goal!

The job I am on is coming to a close soon. I made the move to a new apartment in the area I used to live to be close to my girlfriend and to start getting per diem again. With this per diem, I should be able to reach all of my short and mid-term financial goals by the end of 2013. Once that is done, I'll be contributing to my taxable investment account much more.

Financial Freedom Goal: 3/1/2040

"Other Assets" = Taxable Investments that I like to call my "Mid-Life Crisis Fund"

Net Worth Report for July 2013

Assets   $ Diff % Diff
Cash $109,451 $993 0.92 %
Stocks $0 $0 -
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $149,828 ($288) -0.19 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $28,219 ($805) -2.77 %
Personal Property $0 $0 -
Other $7,122 $252 3.67 %
Total Assets $294,620 $152 0.05 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $252 $199 375.47 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $252 $199 375.47 %
 
Net Worth $294,368 ($47) -0.02 %
Net Worth History Chart
Monthly Entry
Reduced 401k contributions to 18% this month, which should be enough to max it out by the end of the year. This was my first monthly loss in 13 months. The streak had to come to an end eventually. Hopefully I can still reach my goal of $300k by the time I reach age 30.

Financial Freedom Goal: 1/1/2041

"Other Assets" = Taxable Investments that I like to call my "Mid-Life Crisis Fund"

Net Worth Report for June 2013

Assets   $ Diff % Diff
Cash $108,458 $1,812 1.70 %
Stocks $0 $0 -
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $150,116 $3,259 2.22 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $29,024 ($116) -0.40 %
Personal Property $0 $0 -
Other $6,870 $1,128 19.64 %
Total Assets $294,468 $6,083 2.11 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $53 ($741) -93.32 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $53 ($741) -93.32 %
 
Net Worth $294,415 $6,824 2.37 %
Net Worth History Chart
Monthly Entry
Reduced 401k contributions to 20% this month, which should be enough to max it out by the end of the year. I got 3 paychecks this month, but went on a mini-vacation over Memorial Day weekend so it's hard to tell I got that extra check.

Financial Freedom Goal: 1/1/2037

"Other Assets" = Taxable Investments that I like to call my "Mid-Life Crisis Fund"