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Net Worth Archive for 2008

Net Worth Report for December 2008

Assets   $ Diff % Diff
Cash $66,367 - -
Stocks $1,670 - -
Bonds $0 - -
Annuities $45,468 - -
Retirement $79,921 - -
Home $208,000 - -
Other Real Estate $319,000 - -
Cars $0 - -
Personal Property $0 - -
Other $2,819 - -
Total Assets $723,245 - -
Debts   $ Diff % Diff
Home Mortgage(s) $172,747 - -
Other Mortgage(s) $264,149 - -
Student Loans $0 - -
Credit Card $98,170 - -
Car Loans $0 - -
Other $0 - -
Total Debts $535,066 - -
 
Net Worth $188,179 - -
Net Worth History Chart
Monthly Entry
January 1, 2009

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.
Other is a 529 account.

All credit card debt is at 0%.

Net Worth Report for October 2008

Assets   $ Diff % Diff
Cash $69,968 ($20,314) -22.50 %
Stocks $1,632 ($298) -15.44 %
Bonds $0 $0 -
Annuities $51,290 $11,041 27.43 %
Retirement $80,696 ($38,712) -32.42 %
Home $225,000 $0 0.00 %
Other Real Estate $311,000 $0 0.00 %
Cars $0 $0 -
Personal Property $0 $0 -
Other $2,375 ($219) -8.44 %
Total Assets $741,961 ($48,502) -6.14 %
Debts   $ Diff % Diff
Home Mortgage(s) $174,084 ($505) -0.29 %
Other Mortgage(s) $266,762 ($2,102) -0.78 %
Student Loans $0 $0 -
Credit Card $100,603 ($15,368) -13.25 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $541,449 ($17,975) -3.21 %
 
Net Worth $200,512 ($30,527) -13.21 %
Net Worth History Chart
Monthly Entry
**This month we converted one of our IRAs to a Roth IRA. So approximately $18,000 moved from the retirement column to the annuities column.**

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.
Other is a 529 account.

All credit card debt is at 0%.

Net Worth Report for September 2008

Assets   $ Diff % Diff
Cash $90,282 ($35,306) -28.11 %
Stocks $1,930 $99 5.41 %
Bonds $0 $0 -
Annuities $40,249 $356 0.89 %
Retirement $119,408 ($6,007) -4.79 %
Home $225,000 $0 0.00 %
Other Real Estate $311,000 $0 0.00 %
Cars $0 $0 -
Personal Property $0 $0 -
Other $2,594 $236 10.01 %
Total Assets $790,463 ($40,622) -4.89 %
Debts   $ Diff % Diff
Home Mortgage(s) $174,589 ($966) -0.55 %
Other Mortgage(s) $268,864 ($1,081) -0.40 %
Student Loans $0 $0 -
Credit Card $115,971 ($27,630) -19.24 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $559,424 ($29,677) -5.04 %
 
Net Worth $231,039 ($10,945) -4.52 %
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.
Other is a 529 account.

All credit card debt is at 0%.

Net Worth Report for August 2008

Assets   $ Diff % Diff
Cash $125,588 - -
Stocks $1,831 - -
Bonds $0 - -
Annuities $39,893 - -
Retirement $125,415 - -
Home $225,000 - -
Other Real Estate $311,000 - -
Cars $0 - -
Personal Property $0 - -
Other $2,358 - -
Total Assets $831,085 - -
Debts   $ Diff % Diff
Home Mortgage(s) $175,555 - -
Other Mortgage(s) $269,945 - -
Student Loans $0 - -
Credit Card $143,601 - -
Car Loans $0 - -
Other $0 - -
Total Debts $589,101 - -
 
Net Worth $241,984 - -
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.
Other is a 529 account.

All credit card debt is at 0%.

Net Worth Report for June 2008

Assets   $ Diff % Diff
Cash $137,045 - -
Stocks $2,041 - -
Bonds $0 - -
Annuities $41,500 - -
Retirement $138,009 - -
Home $225,000 - -
Other Real Estate $311,000 - -
Cars $0 - -
Personal Property $0 - -
Other $2,027 - -
Total Assets $856,622 - -
Debts   $ Diff % Diff
Home Mortgage(s) $176,503 - -
Other Mortgage(s) $272,729 - -
Student Loans $0 - -
Credit Card $159,723 - -
Car Loans $0 - -
Other $0 - -
Total Debts $608,955 - -
 
Net Worth $247,667 - -
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.
Other is a 529 account.

All credit card debt is at 0%.

Net Worth Report for February 2008

Assets   $ Diff % Diff
Cash $111,525 ($45,179) -28.83 %
Stocks $2,193 ($203) -8.47 %
Bonds $0 $0 -
Annuities $35,916 $1,477 4.29 %
Retirement $129,448 $1,817 1.42 %
Home $225,000 $0 0.00 %
Other Real Estate $311,000 $0 0.00 %
Cars $0 $0 -
Personal Property $0 $0 -
Other $1,171 $233 24.84 %
Total Assets $816,253 ($41,855) -4.88 %
Debts   $ Diff % Diff
Home Mortgage(s) $178,440 $0 0.00 %
Other Mortgage(s) $273,999 ($255) -0.09 %
Student Loans $0 $0 -
Credit Card $137,741 ($46,886) -25.39 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $590,180 ($47,141) -7.40 %
 
Net Worth $226,073 $5,286 2.39 %
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.
Other is a 529 account.

All credit card debt is at 0%.

Net Worth Report for January 2008

Assets   $ Diff % Diff
Cash $156,704 ($11,079) -6.60 %
Stocks $2,396 ($86) -3.46 %
Bonds $0 $0 -
Annuities $34,439 ($2,167) -5.92 %
Retirement $127,631 ($8,807) -6.45 %
Home $225,000 $0 0.00 %
Other Real Estate $311,000 $0 0.00 %
Cars $0 $0 -
Personal Property $0 $0 -
Other $938 $938 -
Total Assets $858,108 ($21,201) -2.41 %
Debts   $ Diff % Diff
Home Mortgage(s) $178,440 ($128) -0.07 %
Other Mortgage(s) $274,254 ($565) -0.21 %
Student Loans $0 $0 -
Credit Card $184,627 ($12,274) -6.23 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $637,321 ($12,967) -1.99 %
 
Net Worth $220,787 ($8,234) -3.60 %
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.
Other is a 529 account.

All credit card debt is at 0%.