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Net Worth Report for February 2017

Assets   $ Diff % Diff
Cash $54,537 ($6,174) -10.17 %
Stocks $45,955 $1,092 2.43 %
Bonds $0 $0 -
Annuities $6,833 $256 3.89 %
Retirement $807,032 $27,385 3.51 %
Home $333,282 $9,845 3.04 %
Other Real Estate $300,270 $673 0.22 %
Cars $8,024 ($211) -2.56 %
Personal Property $0 $0 -
Other $38,688 $167 0.43 %
Total Assets $1,594,621 $33,033 2.12 %
Debts   $ Diff % Diff
Home Mortgage(s) $261,272 ($8,424) -3.12 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $5,382 $1,224 29.44 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $266,654 ($7,200) -2.63 %
 
Net Worth $1,327,967 $40,233 3.12 %
Net Worth History Chart
Monthly Entry
This is a joint net worth report. It represents the combined income, assets, and liabilities of my wife and me.

Our primary residence is listed under Home. Our former residence is a rental property, listed under Other Real Estate. Mortgage is for primary residence. Rental property is mortgage-free.

Credit cards are used for everyday spending and paid off in full each month. Credit cards are also used for reimbursable business expenses (which explains the often high fluctuating balance). We do not carry a balance nor pay any interest on the credit cards. Our primary card offers 2% cash rewards which makes the reimbursed business spending a good way to get a free bonus.

Home values are estimated using zillow.com.

Car value is estimated using kbb.com (private party sale, good condition).

Net Worth Report for January 2017

Assets   $ Diff % Diff
Cash $60,711 $5,032 9.04 %
Stocks $44,863 $414 0.93 %
Bonds $0 $0 -
Annuities $6,577 $118 1.83 %
Retirement $779,647 $21,730 2.87 %
Home $323,437 ($748) -0.23 %
Other Real Estate $299,597 $1,255 0.42 %
Cars $8,235 ($622) -7.02 %
Personal Property $0 $0 -
Other $38,521 $137 0.36 %
Total Assets $1,561,588 $27,316 1.78 %
Debts   $ Diff % Diff
Home Mortgage(s) $269,696 ($4,753) -1.73 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $4,158 ($416) -9.09 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $273,854 ($5,169) -1.85 %
 
Net Worth $1,287,734 $32,485 2.59 %
Net Worth History Chart
Monthly Entry
This is a joint net worth report. It represents the combined income, assets, and liabilities of my wife and me.

Our primary residence is listed under Home. Our former residence is a rental property, listed under Other Real Estate. Mortgage is for primary residence. Rental property is mortgage-free.

Credit cards are used for everyday spending and paid off in full each month. Credit cards are also used for reimbursable business expenses (which explains the often high fluctuating balance). We do not carry a balance nor pay any interest on the credit cards. Our primary card offers 2% cash rewards which makes the reimbursed business spending a good way to get a free bonus.

Home values are estimated using zillow.com.

Car value is estimated using kbb.com (private party sale, good condition).

Net Worth Report for December 2016

Assets   $ Diff % Diff
Cash $55,679 $15,053 37.05 %
Stocks $44,449 $136 0.31 %
Bonds $0 $0 -
Annuities $6,459 $120 1.89 %
Retirement $757,917 $17,428 2.35 %
Home $324,185 ($1,858) -0.57 %
Other Real Estate $298,342 ($673) -0.23 %
Cars $8,857 $113 1.29 %
Personal Property $0 $0 -
Other $38,384 $144 0.38 %
Total Assets $1,534,272 $30,463 2.03 %
Debts   $ Diff % Diff
Home Mortgage(s) $274,449 ($4,405) -1.58 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $4,574 $769 20.21 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $279,023 ($3,636) -1.29 %
 
Net Worth $1,255,249 $34,099 2.79 %
Net Worth History Chart
Monthly Entry
This is a joint net worth report. It represents the combined income, assets, and liabilities of my wife and me.

Our primary residence is listed under Home. Our former residence is a rental property, listed under Other Real Estate. Mortgage is for primary residence. Rental property is mortgage-free.

Credit cards are used for everyday spending and paid off in full each month. Credit cards are also used for reimbursable business expenses (which explains the often high fluctuating balance). We do not carry a balance nor pay any interest on the credit cards. Our primary card offers 2% cash rewards which makes the reimbursed business spending a good way to get a free bonus.

Home values are estimated using zillow.com.

Car value is estimated using kbb.com (private party sale, good condition).