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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.

Net Worth Report for April 2017

Assets   $ Diff % Diff
Cash $62,000 ($129,000) -67.54 %
Stocks $89,800 ($1,200) -1.32 %
Bonds $5,000 $0 0.00 %
Annuities $217,000 $15,000 7.43 %
Retirement $460,000 $6,000 1.32 %
Home $870,000 $645,000 286.67 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $2,500 ($1,100) -30.56 %
Other $50,000 $0 0.00 %
Total Assets $1,756,300 $534,700 43.77 %
Debts   $ Diff % Diff
Home Mortgage(s) $630,000 $530,000 530.00 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $630,000 $530,000 530.00 %
 
Net Worth $1,126,300 $4,700 0.42 %
Net Worth History Chart
Monthly Entry
April 1, 2017 - bought a new house. Former house is still for sale.

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.