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Net Worth Report for April 2009

Assets   $ Diff % Diff
Cash $28,251 ($7,202) -20.31 %
Stocks $149,218 $10,706 7.73 %
Bonds $55,502 ($413) -0.74 %
Annuities $29,978 $20 0.07 %
Retirement $326,015 $21,778 7.16 %
Home $725,000 $0 0.00 %
Other Real Estate $200,000 $0 0.00 %
Cars $40,000 $0 0.00 %
Personal Property $125,000 $0 0.00 %
Other $731,483 $0 0.00 %
Total Assets $2,410,447 $24,889 1.04 %
Debts   $ Diff % Diff
Home Mortgage(s) $81,817 ($665) -0.81 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $81,817 ($665) -0.81 %
 
Net Worth $2,328,630 $25,554 1.11 %
Net Worth History Chart
Monthly Entry
Found out (via a $200 bill from our CPA) that I can contribute $33,000 annually to my 457. So we decided to step up that contribution. It goes to a money market because the choices at Nationwide are crap, but we plan to roll it as soon as I retire at the end of this year. I'm also contributing $22,000 annually to my 403(b) and of course we do IRAs every year as well.

So our tax-sheltered savings this year will be $67,000, or more than six times what I made my first year in the business 32 years ago. Not bad. Of course we may be living on beans and hay for the rest of the year in order to pull this off....

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