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Net Worth Archive for 2017

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. Home worth is estimated value on Zillow.

Net Worth Report for September 2017

Assets   $ Diff % Diff
Cash $3,214 ($271) -7.78 %
Stocks $23,997 $698 3.00 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $287,644 $7,033 2.51 %
Home $281,530 ($264) -0.09 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $5,043 $135 2.75 %
Total Assets $601,428 $7,331 1.23 %
Debts   $ Diff % Diff
Home Mortgage(s) $111,894 ($733) -0.65 %
Other Mortgage(s) $0 $0 -
Student Loans $1,097 ($135) -10.96 %
Credit Card $1,575 ($2,063) -56.71 %
Car Loans $6,017 ($110) -1.80 %
Other $0 $0 -
Total Debts $120,583 ($3,041) -2.46 %
 
Net Worth $480,845 $10,372 2.20 %
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 2017

Assets   $ Diff % Diff
Cash $3,485 ($1,513) -30.27 %
Stocks $23,299 $886 3.95 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $280,611 $1,131 0.40 %
Home $281,794 $1,963 0.70 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $4,908 ($59) -1.19 %
Total Assets $594,097 $2,408 0.41 %
Debts   $ Diff % Diff
Home Mortgage(s) $112,627 ($731) -0.64 %
Other Mortgage(s) $0 $0 -
Student Loans $1,232 ($134) -9.81 %
Credit Card $3,638 ($2,178) -37.45 %
Car Loans $6,127 ($819) -11.79 %
Other $0 $0 -
Total Debts $123,624 ($3,862) -3.03 %
 
Net Worth $470,473 $6,270 1.35 %
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 July 2017

Assets   $ Diff % Diff
Cash $4,998 ($2,608) -34.29 %
Stocks $22,413 $1,086 5.09 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $279,480 $6,687 2.45 %
Home $279,831 ($308) -0.11 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $4,967 $386 8.43 %
Total Assets $591,689 $5,243 0.89 %
Debts   $ Diff % Diff
Home Mortgage(s) $113,358 ($729) -0.64 %
Other Mortgage(s) $0 $0 -
Student Loans $1,366 ($129) -8.63 %
Credit Card $5,816 $1,369 30.78 %
Car Loans $6,946 ($19) -0.27 %
Other $0 $0 -
Total Debts $127,486 $492 0.39 %
 
Net Worth $464,203 $4,751 1.03 %
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 June 2017

Assets   $ Diff % Diff
Cash $7,606 ($1,954) -20.44 %
Stocks $21,327 $792 3.86 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $272,793 $9,321 3.54 %
Home $280,139 $5,165 1.88 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $4,581 $277 6.44 %
Total Assets $586,446 $13,601 2.37 %
Debts   $ Diff % Diff
Home Mortgage(s) $114,087 ($1,454) -1.26 %
Other Mortgage(s) $0 $0 -
Student Loans $1,495 ($222) -12.93 %
Credit Card $4,447 ($6,251) -58.43 %
Car Loans $6,965 ($230) -3.20 %
Other $0 $0 -
Total Debts $126,994 ($8,157) -6.04 %
 
Net Worth $459,452 $21,758 4.97 %
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 May 2017

Assets   $ Diff % Diff
Cash $9,560 $3,243 51.34 %
Stocks $20,535 $238 1.17 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $263,472 $2,012 0.77 %
Home $274,974 $1,405 0.51 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $4,304 $138 3.31 %
Total Assets $572,845 $7,036 1.24 %
Debts   $ Diff % Diff
Home Mortgage(s) $115,541 $0 0.00 %
Other Mortgage(s) $0 $0 -
Student Loans $1,717 $1 0.06 %
Credit Card $10,698 $2,831 35.99 %
Car Loans $7,195 $30 0.42 %
Other $0 $0 -
Total Debts $135,151 $2,862 2.16 %
 
Net Worth $437,694 $4,174 0.96 %
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 April 2017

Assets   $ Diff % Diff
Cash $6,317 ($1,236) -16.36 %
Stocks $20,297 $863 4.44 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $261,460 $8,376 3.31 %
Home $273,569 $7,066 2.65 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $4,166 $66 1.61 %
Total Assets $565,809 $15,135 2.75 %
Debts   $ Diff % Diff
Home Mortgage(s) $115,541 ($1,447) -1.24 %
Other Mortgage(s) $0 $0 -
Student Loans $1,716 ($317) -15.59 %
Credit Card $7,867 ($2,453) -23.77 %
Car Loans $7,165 ($222) -3.01 %
Other $0 $0 -
Total Debts $132,289 ($4,439) -3.25 %
 
Net Worth $433,520 $19,574 4.73 %
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 March 2017

Assets   $ Diff % Diff
Cash $7,553 ($496) -6.16 %
Stocks $19,434 $52 0.27 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $253,084 $2,832 1.13 %
Home $266,503 $710 0.27 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $4,100 $27 0.66 %
Total Assets $550,674 $3,125 0.57 %
Debts   $ Diff % Diff
Home Mortgage(s) $116,988 $0 0.00 %
Other Mortgage(s) $0 $0 -
Student Loans $2,033 ($99) -4.64 %
Credit Card $10,320 $270 2.69 %
Car Loans $7,387 ($244) -3.20 %
Other $0 $0 -
Total Debts $136,728 ($73) -0.05 %
 
Net Worth $413,946 $3,198 0.78 %
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 February 2017

Assets   $ Diff % Diff
Cash $8,049 $3,768 88.02 %
Stocks $19,382 $757 4.06 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $250,252 $8,150 3.37 %
Home $265,793 $59 0.02 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $4,073 $67 1.67 %
Total Assets $547,549 $12,801 2.39 %
Debts   $ Diff % Diff
Home Mortgage(s) $116,988 ($721) -0.61 %
Other Mortgage(s) $0 $0 -
Student Loans $2,132 ($58) -2.65 %
Credit Card $10,050 $3,970 65.30 %
Car Loans $7,631 $0 0.00 %
Other $0 $0 -
Total Debts $136,801 $3,191 2.39 %
 
Net Worth $410,748 $9,610 2.40 %
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 January 2017

Assets   $ Diff % Diff
Cash $4,281 $1,752 69.28 %
Stocks $18,625 $951 5.38 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $242,102 $6,174 2.62 %
Home $265,734 $626 0.24 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $4,006 $182 4.76 %
Total Assets $534,748 $9,685 1.84 %
Debts   $ Diff % Diff
Home Mortgage(s) $117,709 ($719) -0.61 %
Other Mortgage(s) $0 $0 -
Student Loans $2,190 ($100) -4.37 %
Credit Card $6,080 $4,189 221.52 %
Car Loans $7,631 ($144) -1.85 %
Other $0 $0 -
Total Debts $133,610 $3,226 2.47 %
 
Net Worth $401,138 $6,459 1.64 %
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.