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Net Worth Report for May 2015

Assets   $ Diff % Diff
Cash $226,500 $63,500 38.96 %
Stocks $2,284,000 ($17,000) -0.74 %
Bonds $0 $0 -
Annuities $83,000 $0 0.00 %
Retirement $1,377,000 $9,000 0.66 %
Home $225,000 $0 0.00 %
Other Real Estate $125,000 $0 0.00 %
Cars $55,000 $0 0.00 %
Personal Property $249,000 $6,000 2.47 %
Other $157,000 $8,000 5.37 %
Total Assets $4,781,500 $69,500 1.47 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $6,000 $0 0.00 %
Car Loans $0 $0 -
Other $50,000 $0 0.00 %
Total Debts $56,000 $0 0.00 %
 
Net Worth $4,725,500 $69,500 1.49 %
Net Worth History Chart
Monthly Entry


Pers Prop - kids college funds
Annuities - megacorp no-cola pension @ lump sum/present value
Other Assets - DW IRA/Cash accounts
CC Debt: Credit Card

Net worth excludes income tax that will be due for retirement/deferred income distributions / accounts.

Net worth excludes possible future social security income.

Net Worth Report for April 2015

Assets   $ Diff % Diff
Cash $163,000 ($23,000) -12.37 %
Stocks $2,301,000 $30,000 1.32 %
Bonds $0 $0 -
Annuities $83,000 ($3,000) -3.49 %
Retirement $1,368,000 $12,000 0.88 %
Home $225,000 $0 0.00 %
Other Real Estate $125,000 $0 0.00 %
Cars $55,000 ($30,000) -35.29 %
Personal Property $243,000 ($2,000) -0.82 %
Other $149,000 $1,000 0.68 %
Total Assets $4,712,000 ($15,000) -0.32 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $6,000 $0 0.00 %
Car Loans $0 $0 -
Other $50,000 $0 0.00 %
Total Debts $56,000 $0 0.00 %
 
Net Worth $4,656,000 ($15,000) -0.32 %
Net Worth History Chart
Monthly Entry
Retired this month !!!!!

Pers Prop - kids college funds
Annuities - megacorp no-cola pension @ lump sum/present value
Other Assets - DW IRA/Cash accounts
CC Debt: Credit Card + Tax Liability
Other Debt: House Repairs - estimate
Cars: various motorized "toys"

Net worth excludes income tax that will be due for retirement/deferred income distributions / accounts.

Net worth excludes possible future social security income.

Net Worth Report for March 2015

Assets   $ Diff % Diff
Cash $186,000 $1,000 0.54 %
Stocks $2,271,000 $116,000 5.38 %
Bonds $0 $0 -
Annuities $86,000 $0 0.00 %
Retirement $1,356,000 $57,000 4.39 %
Home $225,000 $0 0.00 %
Other Real Estate $125,000 $0 0.00 %
Cars $85,000 $0 0.00 %
Personal Property $245,000 $7,000 2.94 %
Other $148,000 $7,000 4.96 %
Total Assets $4,727,000 $188,000 4.14 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $6,000 $3,600 150.00 %
Car Loans $0 $0 -
Other $50,000 $0 0.00 %
Total Debts $56,000 $3,600 6.87 %
 
Net Worth $4,671,000 $184,400 4.11 %
Net Worth History Chart
Monthly Entry
Increase from: Bonus, Profit Sharing, retirement contributions

Pers Prop - kids college funds
Annuities - megacorp no-cola pension @ lump sum/present value
Other Assets - DW IRA/Cash accounts
CC Debt: Credit Card + Tax Liability
Other Debt: House Repairs - estimate
Cars: various motorized "toys"

Net worth excludes income tax that will be due for retirement/deferred income distributions / accounts.

Net worth excludes possible future social security income.