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Net Worth Archive for 2007

Net Worth Report for December 2007

Assets   $ Diff % Diff
Cash $167,783 $2,686 1.63 %
Stocks $2,482 ($1,211) -32.79 %
Bonds $0 $0 -
Annuities $36,606 ($34) -0.09 %
Retirement $136,438 $274 0.20 %
Home $225,000 $0 0.00 %
Other Real Estate $311,000 $0 0.00 %
Cars $0 $0 -
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $879,309 $1,715 0.20 %
Debts   $ Diff % Diff
Home Mortgage(s) $178,568 ($465) -0.26 %
Other Mortgage(s) $274,819 $0 0.00 %
Student Loans $0 $0 -
Credit Card $196,901 ($8) 0.00 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $650,288 ($473) -0.07 %
 
Net Worth $229,021 $2,188 0.96 %
Net Worth History Chart
Monthly Entry
Check out my blog ... the Savvy Saver
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.

All credit card debt is at 0%.

Net Worth Report for November 2007

Assets   $ Diff % Diff
Cash $165,097 ($5,707) -3.34 %
Stocks $3,693 ($68) -1.81 %
Bonds $0 $0 -
Annuities $36,640 ($3,603) -8.95 %
Retirement $136,164 ($833) -0.61 %
Home $225,000 $0 0.00 %
Other Real Estate $311,000 $0 0.00 %
Cars $0 $0 -
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $877,594 ($10,211) -1.15 %
Debts   $ Diff % Diff
Home Mortgage(s) $179,033 ($810) -0.45 %
Other Mortgage(s) $274,819 $0 0.00 %
Student Loans $0 $0 -
Credit Card $196,909 ($2,100) -1.06 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $650,761 ($2,910) -0.45 %
 
Net Worth $226,833 ($7,301) -3.12 %
Net Worth History Chart
Monthly Entry
Check out my blog ... the Savvy Saver
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.

All credit card debt is at 0%.

Net Worth Report for October 2007

Assets   $ Diff % Diff
Cash $170,804 ($1,385) -0.80 %
Stocks $3,761 ($81) -2.11 %
Bonds $0 $0 -
Annuities $40,243 $5,324 15.25 %
Retirement $136,997 $5,384 4.09 %
Home $225,000 $0 0.00 %
Other Real Estate $311,000 $0 0.00 %
Cars $0 $0 -
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $887,805 $9,242 1.05 %
Debts   $ Diff % Diff
Home Mortgage(s) $179,843 ($145) -0.08 %
Other Mortgage(s) $274,819 ($281) -0.10 %
Student Loans $0 $0 -
Credit Card $199,009 ($562) -0.28 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $653,671 ($988) -0.15 %
 
Net Worth $234,134 $10,230 4.57 %
Net Worth History Chart
Monthly Entry
Check out my blog ... the Savvy Saver
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.

All credit card debt is at 0%.

Net Worth Report for September 2007

Assets   $ Diff % Diff
Cash $172,189 $78,507 83.80 %
Stocks $3,842 ($1,164) -23.25 %
Bonds $0 $0 -
Annuities $34,919 $2,079 6.33 %
Retirement $131,613 $7,751 6.26 %
Home $225,000 $0 0.00 %
Other Real Estate $311,000 $0 0.00 %
Cars $0 $0 -
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $878,563 $87,173 11.02 %
Debts   $ Diff % Diff
Home Mortgage(s) $179,988 ($772) -0.43 %
Other Mortgage(s) $275,100 ($279) -0.10 %
Student Loans $0 $0 -
Credit Card $199,571 $75,916 61.39 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $654,659 $74,865 12.91 %
 
Net Worth $223,904 $12,308 5.82 %
Net Worth History Chart
Monthly Entry
Check out my blog ... the Savvy Saver
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.

All credit card debt is at 0%.

Net Worth Report for August 2007

Assets   $ Diff % Diff
Cash $93,682 $59,613 174.98 %
Stocks $5,006 $14 0.28 %
Bonds $0 $0 -
Annuities $32,840 $557 1.73 %
Retirement $123,862 $1,501 1.23 %
Home $225,000 $0 0.00 %
Other Real Estate $311,000 $0 0.00 %
Cars $0 $0 -
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $791,390 $61,685 8.45 %
Debts   $ Diff % Diff
Home Mortgage(s) $180,760 ($466) -0.26 %
Other Mortgage(s) $275,379 ($277) -0.10 %
Student Loans $0 $0 -
Credit Card $123,655 $58,012 88.38 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $579,794 $57,269 10.96 %
 
Net Worth $211,596 $4,416 2.13 %
Net Worth History Chart
Monthly Entry
Check out my blog ... the Savvy Saver
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.

Net Worth Report for July 2007

Assets   $ Diff % Diff
Cash $34,069 ($12,863) -27.41 %
Stocks $4,992 $912 22.35 %
Bonds $0 ($912) -
Annuities $32,283 ($186) -0.57 %
Retirement $122,361 ($2,142) -1.72 %
Home $225,000 $0 0.00 %
Other Real Estate $311,000 $0 0.00 %
Cars $0 $0 -
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $729,705 ($15,191) -2.04 %
Debts   $ Diff % Diff
Home Mortgage(s) $181,226 ($463) -0.25 %
Other Mortgage(s) $275,656 ($275) -0.10 %
Student Loans $0 $0 -
Credit Card $65,643 ($14,175) -17.76 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $522,525 ($14,913) -2.77 %
 
Net Worth $207,180 ($278) -0.13 %
Net Worth History Chart
Monthly Entry
Check out my blog ... the Savvy Saver
Retirement contains pre-tax retirement accounts.
Annuities contains post-tax (Roth IRA) retirement accounts.
"Other assets" is a bucket I use for money owed to me.
We don't include the value of our vehicles as assets.

Net Worth Report for June 2007

Assets   $ Diff % Diff
Cash $46,932 ($181) -0.38 %
Stocks $4,080 $88 2.20 %
Bonds $912 $3 0.33 %
Annuities $32,469 $1,040 3.31 %
Retirement $124,503 $1,531 1.24 %
Home $225,000 $0 0.00 %
Other Real Estate $311,000 $0 0.00 %
Cars $0 $0 -
Personal Property $0 $0 -
Other $0 ($1,925) -
Total Assets $744,896 $556 0.07 %
Debts   $ Diff % Diff
Home Mortgage(s) $181,689 ($451) -0.25 %
Other Mortgage(s) $275,931 ($274) -0.10 %
Student Loans $0 $0 -
Credit Card $79,818 ($4,528) -5.37 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $537,438 ($5,253) -0.97 %
 
Net Worth $207,458 $5,809 2.88 %
Net Worth History Chart
Monthly Entry
Check out my blog ... the Savvy Saver
Retirement contains pre-tax retirement accounts.
Annuities contains post-tax (Roth IRA) retirement accounts.
"Other assets" is a bucket I use for money owed to me.
We don't include the value of our vehicles as assets.

Net Worth Report for May 2007

Assets   $ Diff % Diff
Cash $47,113 ($5,215) -9.97 %
Stocks $3,992 $46 1.17 %
Bonds $909 $0 0.00 %
Annuities $31,429 $4,045 14.77 %
Retirement $122,972 $3,907 3.28 %
Home $225,000 $0 0.00 %
Other Real Estate $311,000 $0 0.00 %
Cars $0 $0 -
Personal Property $0 $0 -
Other $1,925 $0 0.00 %
Total Assets $744,340 $2,783 0.38 %
Debts   $ Diff % Diff
Home Mortgage(s) $182,140 ($568) -0.31 %
Other Mortgage(s) $276,205 ($273) -0.10 %
Student Loans $0 $0 -
Credit Card $84,346 ($24) -0.03 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $542,691 ($865) -0.16 %
 
Net Worth $201,649 $3,648 1.84 %
Net Worth History Chart
Monthly Entry
Check out my blog ... the Savvy Saver
Retirement contains pre-tax retirement accounts.
Annuities contains post-tax (Roth IRA) retirement accounts.
"Other assets" is a bucket I use for money owed to me.
We don't include the value of our vehicles as assets.

Net Worth Report for April 2007

Assets   $ Diff % Diff
Cash $52,328 $41,682 391.53 %
Stocks $3,946 ($35) -0.88 %
Bonds $909 $109 13.63 %
Annuities $27,384 $1,209 4.62 %
Retirement $119,065 $5,227 4.59 %
Home $225,000 $0 0.00 %
Other Real Estate $311,000 $0 0.00 %
Cars $0 $0 -
Personal Property $0 $0 -
Other $1,925 $0 0.00 %
Total Assets $741,557 $48,192 6.95 %
Debts   $ Diff % Diff
Home Mortgage(s) $182,708 ($316) -0.17 %
Other Mortgage(s) $276,478 ($242) -0.09 %
Student Loans $0 $0 -
Credit Card $84,370 $44,788 113.15 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $543,556 $44,230 8.86 %
 
Net Worth $198,001 $3,962 2.04 %
Net Worth History Chart
Monthly Entry
Check out my blog ... the Savvy Saver
Retirement contains pre-tax retirement accounts.
Annuities contains post-tax (Roth IRA) retirement accounts.
"Other assets" is a bucket I use for money owed to me.

Net Worth Report for March 2007

Assets   $ Diff % Diff
Cash $10,646 - -
Stocks $3,981 - -
Bonds $800 - -
Annuities $26,175 - -
Retirement $113,838 - -
Home $225,000 - -
Other Real Estate $311,000 - -
Cars $0 - -
Personal Property $0 - -
Other $1,925 - -
Total Assets $693,365 - -
Debts   $ Diff % Diff
Home Mortgage(s) $183,024 - -
Other Mortgage(s) $276,720 - -
Student Loans $0 - -
Credit Card $39,582 - -
Car Loans $0 - -
Other $0 - -
Total Debts $499,326 - -
 
Net Worth $194,039 - -
Net Worth History Chart
Monthly Entry
I have explained the drastic drop in net worth on my blog.


Check out my blog ... the Savvy Saver


Retirement contains pre-tax retirement accounts.


Annuities contains post-tax (Roth IRA) retirement accounts.


"Other assets" is a bucket I use for money owed to me.

Net Worth Report for January 2007

Assets   $ Diff % Diff
Cash $11,169 ($28,980) -72.18 %
Stocks $3,981 $0 0.00 %
Bonds $4,086 $15 0.37 %
Annuities $0 $0 -
Retirement $134,199 $2,338 1.77 %
Home $225,000 $0 0.00 %
Other Real Estate $311,000 $311,000 -
Cars $7,000 $0 0.00 %
Personal Property $0 $0 -
Other $1,925 $1,825 1,825.00 %
Total Assets $698,360 $286,198 69.44 %
Debts   $ Diff % Diff
Home Mortgage(s) $152,379 $0 0.00 %
Other Mortgage(s) $277,200 $277,200 -
Student Loans $0 $0 -
Credit Card $40,763 $1,266 3.21 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $470,342 $278,466 145.13 %
 
Net Worth $228,018 $7,732 3.51 %
Net Worth History Chart
Monthly Entry
Check out my blog ... the Savvy Saver


"Other assets" is a bucket I use for money owed to me.