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Net Worth Report for November 2016

Assets   $ Diff % Diff
Cash $126,000 - -
Stocks $37,000 - -
Bonds $26,000 - -
Annuities $191,000 - -
Retirement $398,821 - -
Home $225,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $3,600 - -
Other $46,492 - -
Total Assets $1,053,913 - -
Debts   $ Diff % Diff
Home Mortgage(s) $103,000 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $103,000 - -
 
Net Worth $950,913 - -
Net Worth History Chart
Monthly Entry
Mid-year 2016

Stock contains a brokerage account plus vested employee stock.
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 August 2016

Assets   $ Diff % Diff
Cash $125,000 - -
Stocks $37,000 - -
Bonds $26,000 - -
Annuities $194,000 - -
Retirement $397,000 - -
Home $210,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $3,600 - -
Other $48,989 - -
Total Assets $1,041,589 - -
Debts   $ Diff % Diff
Home Mortgage(s) $104,200 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $104,200 - -
 
Net Worth $937,389 - -
Net Worth History Chart
Monthly Entry
Mid-year 2016

Stock contains a brokerage account plus vested employee stock.
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 December 2015

Assets   $ Diff % Diff
Cash $31,000 - -
Stocks $15,000 - -
Bonds $26,000 - -
Annuities $170,400 - -
Retirement $350,000 - -
Home $210,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $3,600 - -
Other $46,493 - -
Total Assets $852,493 - -
Debts   $ Diff % Diff
Home Mortgage(s) $110,000 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $21,828 - -
Other $0 - -
Total Debts $131,828 - -
 
Net Worth $720,665 - -
Net Worth History Chart
Monthly Entry
January 3, 2016 - System won't let me enter 2016. Last entry?

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.