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Net Worth Report for December 2014

Assets   $ Diff % Diff
Cash $44,000 - -
Stocks $10,595 - -
Bonds $21,000 - -
Annuities $163,300 - -
Retirement $328,218 - -
Home $210,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $2,000 - -
Other $37,656 - -
Total Assets $816,769 - -
Debts   $ Diff % Diff
Home Mortgage(s) $118,056 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $118,056 - -
 
Net Worth $698,713 - -
Net Worth History Chart
Monthly Entry
Dec 2, 2014
Retirement contains pre-tax retirement accounts.
Annuities contains post-tax (Roth IRA) retirement accounts.
We don't include the value of our vehicles as assets.

Other is 529

Personal property is an HSA

All credit card debt is paid off monthly.

Net Worth Report for September 2014

Assets   $ Diff % Diff
Cash $46,500 - -
Stocks $10,377 - -
Bonds $21,000 - -
Annuities $160,478 - -
Retirement $326,199 - -
Home $210,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $2,056 - -
Other $33,000 - -
Total Assets $809,610 - -
Debts   $ Diff % Diff
Home Mortgage(s) $120,000 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $120,000 - -
 
Net Worth $689,610 - -
Net Worth History Chart
Monthly Entry
Sept 3, 2014

Retirement contains pre-tax retirement accounts.
Annuities contains post-tax (Roth IRA) retirement accounts.
We don't include the value of our vehicles as assets.

Other is 529

Personal property is an HSA

All credit card debt is paid off monthly.

Net Worth Report for July 2014

Assets   $ Diff % Diff
Cash $76,000 ($2,000) -2.56 %
Stocks $0 $0 -
Bonds $0 $0 -
Annuities $157,500 $3,800 2.47 %
Retirement $322,462 $9,697 3.10 %
Home $210,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $2,056 ($242) -10.53 %
Other $37,294 $1,294 3.59 %
Total Assets $805,312 $12,549 1.58 %
Debts   $ Diff % Diff
Home Mortgage(s) $121,275 ($1,725) -1.40 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $121,275 ($1,725) -1.40 %
 
Net Worth $684,037 $14,274 2.13 %
Net Worth History Chart
Monthly Entry
June 30, 2014

Retirement contains pre-tax retirement accounts.
Annuities contains post-tax (Roth IRA) retirement accounts.
We don't include the value of our vehicles as assets.

Other is 529

Personal property is an HSA

All credit card debt is paid off monthly.