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Net Worth Report for December 2017

Assets   $ Diff % Diff
Cash $3,593 ($1,912) -34.73 %
Stocks $27,113 $746 2.83 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $308,588 $6,307 2.09 %
Home $283,299 $958 0.34 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $5,465 $66 1.22 %
Total Assets $628,058 $6,165 0.99 %
Debts   $ Diff % Diff
Home Mortgage(s) $109,684 ($738) -0.67 %
Other Mortgage(s) $0 $0 -
Student Loans $512 ($424) -45.30 %
Credit Card $4,033 ($6,318) -61.04 %
Car Loans $5,039 ($103) -2.00 %
Other $0 $0 -
Total Debts $119,268 ($7,583) -5.98 %
 
Net Worth $508,790 $13,748 2.78 %
Net Worth History Chart
Monthly Entry
Credit Cards are paid off each month or have zero percent APR. Other Assets represent 529 plan.

Net Worth Report for November 2017

Assets   $ Diff % Diff
Cash $5,505 ($3,560) -39.27 %
Stocks $26,367 $1,122 4.44 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $302,281 $7,898 2.68 %
Home $282,341 ($89) -0.03 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $5,399 $263 5.12 %
Total Assets $621,893 $5,634 0.91 %
Debts   $ Diff % Diff
Home Mortgage(s) $110,422 ($737) -0.66 %
Other Mortgage(s) $0 $0 -
Student Loans $936 $0 0.00 %
Credit Card $10,351 $6,073 141.96 %
Car Loans $5,142 ($875) -14.54 %
Other $0 $0 -
Total Debts $126,851 $4,461 3.64 %
 
Net Worth $495,042 $1,173 0.24 %
Net Worth History Chart
Monthly Entry
Credit Cards are paid off each month or have zero percent APR. Other Assets represent 529 plan.

Net Worth Report for October 2017

Assets   $ Diff % Diff
Cash $9,065 $5,851 182.05 %
Stocks $25,245 $1,248 5.20 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $294,383 $6,739 2.34 %
Home $282,430 $900 0.32 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $5,136 $93 1.84 %
Total Assets $616,259 $14,831 2.47 %
Debts   $ Diff % Diff
Home Mortgage(s) $111,159 ($735) -0.66 %
Other Mortgage(s) $0 $0 -
Student Loans $936 ($161) -14.68 %
Credit Card $4,278 $2,703 171.62 %
Car Loans $6,017 $0 0.00 %
Other $0 $0 -
Total Debts $122,390 $1,807 1.50 %
 
Net Worth $493,869 $13,024 2.71 %
Net Worth History Chart
Monthly Entry
Credit Cards are paid off each month or have zero percent APR. Other Assets represent 529 plan.