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Net Worth Archive for 2016

Net Worth Report for December 2016

Assets   $ Diff % Diff
Cash $2,529 ($1,914) -43.08 %
Stocks $17,674 $569 3.33 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $235,928 $5,694 2.47 %
Home $265,108 $266 0.10 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $3,824 $156 4.25 %
Total Assets $525,063 $4,771 0.92 %
Debts   $ Diff % Diff
Home Mortgage(s) $118,428 ($718) -0.60 %
Other Mortgage(s) $0 $0 -
Student Loans $2,290 ($197) -7.92 %
Credit Card $1,891 $602 46.70 %
Car Loans $7,775 ($76) -0.97 %
Other $0 $0 -
Total Debts $130,384 ($389) -0.30 %
 
Net Worth $394,679 $5,160 1.32 %
Net Worth History Chart
Monthly Entry
Credit Cards are paid off each month or have zero percent APR. Other Assets represent 529 plan. Home worth is estimated value on Zillow.

Net Worth Report for November 2016

Assets   $ Diff % Diff
Cash $4,443 $238 5.66 %
Stocks $17,105 $567 3.43 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $230,234 $1,497 0.65 %
Home $264,842 $5,046 1.94 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $3,668 $62 1.72 %
Total Assets $520,292 $7,410 1.44 %
Debts   $ Diff % Diff
Home Mortgage(s) $119,146 ($1,429) -1.19 %
Other Mortgage(s) $0 $0 -
Student Loans $2,487 ($288) -10.38 %
Credit Card $1,289 ($602) -31.84 %
Car Loans $7,851 ($491) -5.89 %
Other $0 $0 -
Total Debts $130,773 ($2,810) -2.10 %
 
Net Worth $389,519 $10,220 2.69 %
Net Worth History Chart
Monthly Entry
Credit Cards are paid off each month or have zero percent APR. Other Assets represent 529 plan. Home worth is estimated value on Zillow.

Net Worth Report for October 2016

Assets   $ Diff % Diff
Cash $4,205 $728 20.94 %
Stocks $16,538 $0 0.00 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $228,737 $2 0.00 %
Home $259,796 $477 0.18 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $3,606 ($2) -0.06 %
Total Assets $512,882 $1,205 0.24 %
Debts   $ Diff % Diff
Home Mortgage(s) $120,575 $0 0.00 %
Other Mortgage(s) $0 $0 -
Student Loans $2,775 ($159) -5.42 %
Credit Card $1,891 $1,013 115.38 %
Car Loans $8,342 ($1,590) -16.01 %
Other $0 $0 -
Total Debts $133,583 ($736) -0.55 %
 
Net Worth $379,299 $1,941 0.51 %
Net Worth History Chart
Monthly Entry
Credit Cards are paid off each month or have zero percent APR. Other Assets represent 529 plan. Home worth is estimated value on Zillow.

Net Worth Report for September 2016

Assets   $ Diff % Diff
Cash $3,477 $1,708 96.55 %
Stocks $16,538 $160 0.98 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $228,735 $4,535 2.02 %
Home $259,319 $715 0.28 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $3,608 $129 3.71 %
Total Assets $511,677 $7,247 1.44 %
Debts   $ Diff % Diff
Home Mortgage(s) $120,575 ($712) -0.59 %
Other Mortgage(s) $0 $0 -
Student Loans $2,934 ($41) -1.38 %
Credit Card $878 ($3,207) -78.51 %
Car Loans $9,932 $17 0.17 %
Other $0 $0 -
Total Debts $134,319 ($3,943) -2.85 %
 
Net Worth $377,358 $11,190 3.06 %
Net Worth History Chart
Monthly Entry
Credit Cards are paid off each month or have zero percent APR. Other Assets represent 529 plan. Home worth is estimated value on Zillow.

Net Worth Report for August 2016

Assets   $ Diff % Diff
Cash $1,769 ($1,163) -39.67 %
Stocks $16,378 ($137) -0.83 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $224,200 ($1,771) -0.78 %
Home $258,604 $733 0.28 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $3,479 ($38) -1.08 %
Total Assets $504,430 ($2,376) -0.47 %
Debts   $ Diff % Diff
Home Mortgage(s) $121,287 $0 0.00 %
Other Mortgage(s) $0 $0 -
Student Loans $2,975 ($101) -3.28 %
Credit Card $4,085 ($1,687) -29.23 %
Car Loans $9,915 $0 0.00 %
Other $0 $0 -
Total Debts $138,262 ($1,788) -1.28 %
 
Net Worth $366,168 ($588) -0.16 %
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 July 2016

Assets   $ Diff % Diff
Cash $2,932 ($1,608) -35.42 %
Stocks $16,515 $1,857 12.67 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $225,971 $1,097 0.49 %
Home $257,871 $1,871 0.73 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $3,517 $117 3.44 %
Total Assets $506,806 $3,334 0.66 %
Debts   $ Diff % Diff
Home Mortgage(s) $121,287 ($710) -0.58 %
Other Mortgage(s) $0 $0 -
Student Loans $3,076 ($324) -9.53 %
Credit Card $5,772 ($228) -3.80 %
Car Loans $9,915 ($385) -3.74 %
Other $0 $0 -
Total Debts $140,050 ($1,647) -1.16 %
 
Net Worth $366,756 $4,981 1.38 %
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 June 2016

Assets   $ Diff % Diff
Cash $4,540 ($2,270) -33.33 %
Stocks $14,658 ($39) -0.27 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $224,874 $18,427 8.93 %
Home $256,000 $6,422 2.57 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $3,400 $89 2.69 %
Total Assets $503,472 $22,629 4.71 %
Debts   $ Diff % Diff
Home Mortgage(s) $121,997 ($1,417) -1.15 %
Other Mortgage(s) $0 $0 -
Student Loans $3,400 ($407) -10.69 %
Credit Card $6,000 ($404) -6.31 %
Car Loans $10,300 ($350) -3.29 %
Other $0 $0 -
Total Debts $141,697 ($2,578) -1.79 %
 
Net Worth $361,775 $25,207 7.49 %
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 May 2016

Assets   $ Diff % Diff
Cash $6,810 $4,353 177.17 %
Stocks $14,697 $2,807 23.61 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $206,447 $5,358 2.66 %
Home $249,578 $4,578 1.87 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $3,311 $4 0.12 %
Total Assets $480,843 $17,100 3.69 %
Debts   $ Diff % Diff
Home Mortgage(s) $123,414 ($1,409) -1.13 %
Other Mortgage(s) $0 $0 -
Student Loans $3,807 ($516) -11.94 %
Credit Card $6,404 $1,411 28.26 %
Car Loans $10,650 ($597) -5.31 %
Other $0 $0 -
Total Debts $144,275 ($1,111) -0.76 %
 
Net Worth $336,568 $18,211 5.72 %
Net Worth History Chart
Monthly Entry
Credit Cards are paid off each month or have zero percent APR.

Net Worth Report for April 2016

Assets   $ Diff % Diff
Cash $2,457 $0 0.00 %
Stocks $11,890 $0 0.00 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $201,089 ($1,272) -0.63 %
Home $245,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $3,307 $3,307 -
Total Assets $463,743 $2,035 0.44 %
Debts   $ Diff % Diff
Home Mortgage(s) $124,823 $0 0.00 %
Other Mortgage(s) $0 $0 -
Student Loans $4,323 $0 0.00 %
Credit Card $4,993 $0 0.00 %
Car Loans $11,247 $0 0.00 %
Other $0 $0 -
Total Debts $145,386 $0 0.00 %
 
Net Worth $318,357 $2,035 0.64 %
Net Worth History Chart
Monthly Entry
Credit Cards are paid off each month or have zero percent APR.

Net Worth Report for March 2016

Assets   $ Diff % Diff
Cash $2,457 - -
Stocks $11,890 - -
Bonds $0 - -
Annuities $0 - -
Retirement $202,361 - -
Home $245,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other $0 - -
Total Assets $461,708 - -
Debts   $ Diff % Diff
Home Mortgage(s) $124,823 - -
Other Mortgage(s) $0 - -
Student Loans $4,323 - -
Credit Card $4,993 - -
Car Loans $11,247 - -
Other $0 - -
Total Debts $145,386 - -
 
Net Worth $316,322 - -
Net Worth History Chart
Monthly Entry