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Net Worth Report for December 2017

Assets   $ Diff % Diff
Cash $332,130 - -
Stocks $97,000 - -
Bonds $0 - -
Annuities $240,000 - -
Retirement $531,000 - -
Home $0 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $43,000 - -
Other $62,500 - -
Total Assets $1,305,630 - -
Debts   $ Diff % Diff
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $0 - -
 
Net Worth $1,305,630 - -
Net Worth History Chart
Monthly Entry
End of December 2017

Personal property is EUR, conservative.

Net Worth Report for August 2017

Assets   $ Diff % Diff
Cash $197,900 - -
Stocks $88,000 - -
Bonds $5,000 - -
Annuities $225,000 - -
Retirement $493,000 - -
Home $660,500 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other $57,000 - -
Total Assets $1,726,400 - -
Debts   $ Diff % Diff
Home Mortgage(s) $526,000 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $526,000 - -
 
Net Worth $1,200,400 - -
Net Worth History Chart
Monthly Entry
Other is 529

New house is on the market, moving soon.

Net Worth Report for June 2017

Assets   $ Diff % Diff
Cash $191,000 - -
Stocks $91,500 - -
Bonds $5,000 - -
Annuities $220,000 - -
Retirement $475,000 - -
Home $649,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $2,500 - -
Other $50,000 - -
Total Assets $1,684,000 - -
Debts   $ Diff % Diff
Home Mortgage(s) $530,000 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $530,000 - -
 
Net Worth $1,154,000 - -
Net Worth History Chart
Monthly Entry
June 1 - sold the second house

Other is 529

Personal property is an HSA

All credit card debt is paid off monthly.