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Net Worth Report for February 2017

Assets   $ Diff % Diff
Cash $32,103 - -
Stocks $0 - -
Bonds $0 - -
Annuities $0 - -
Retirement $145,394 - -
Home $390,000 - -
Other Real Estate $0 - -
Cars $10,000 - -
Personal Property $33,000 - -
Other $14,793 - -
Total Assets $625,290 - -
Debts   $ Diff % Diff
Home Mortgage(s) $167,236 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $167,236 - -
 
Net Worth $458,054 - -
Net Worth History Chart
Monthly Entry
Commentary: Sold apple. gold and silver struggling. big tax refund. work going well.

Cash: pp, Macu, Fid sav, and HSA (minus owed tithe, fo, and any cc debt). all calc in.

Ret = 401k, fidelity, alex's fidelity Alex's IRA: 7516. Need to follow up with work on 401k debacle.

170 oz silver, 3 oz. gold - 10% of spot for selling premium - value silver 2592 & gold val - 3243. Both metals have been hurting over the past several months. TOTAL: $5,835.

Other assets = food stor (4k), gold, silver, gun, and pp mort. (gun 1k) pp mort = 3958; EQUALS $14,793 FOR TOTAL "Other Assets."

Net Worth Report for November 2016

Assets   $ Diff % Diff
Cash $23,096 - -
Stocks $0 - -
Bonds $0 - -
Annuities $0 - -
Retirement $127,988 - -
Home $390,000 - -
Other Real Estate $0 - -
Cars $10,000 - -
Personal Property $33,000 - -
Other $16,000 - -
Total Assets $600,084 - -
Debts   $ Diff % Diff
Home Mortgage(s) $179,095 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $179,095 - -
 
Net Worth $420,989 - -
Net Worth History Chart
Monthly Entry
Commentary: Doing fine. Gold and silver are struggling again. Apple is getting better. Work is doing really well. Concerned about inconsistency of 401k at work. Should have several more months of good pay at work coming up. Trying to stay aggressive on paying down the mortgage but not at the expense of leaving us cash poor. Goal is about 3 years until paid off mortgage and make another $50k in 2017.

Cash: pp, Macu, Fid sav, and HSA (minus owed tithe, fo, and any cc debt). all calc in.

Ret = 401k, fidelity, alex's fidelity -401k not funding and hasn't since 8/8 now. Last time it was since. Emailed Dave to calculate and finish for end of the year. Need to do it for year 2016 but not sure if I should do traditional. Afraid we make too much. Alex's IRA: 7516.

170 oz silver, 3 oz. gold - 10% of spot for selling premium - value silver 2465 & gold val - 3062. Both metals have been hurting over the past several months. TOTAL: $5,529

Other assets = food stor (4k), gold, silver, gun, and pp mort. (gun 1k) pp mort = 3958; EQUALS $14,487 FOR TOTAL "Other Assets."

Net Worth Report for August 2016

Assets   $ Diff % Diff
Cash $37,588 $4,995 15.33 %
Stocks $0 $0 -
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $126,541 ($142) -0.11 %
Home $390,000 $40,000 11.43 %
Other Real Estate $0 $0 -
Cars $10,000 ($1,000) -9.09 %
Personal Property $33,000 $0 0.00 %
Other $16,000 $333 2.13 %
Total Assets $613,129 $44,186 7.77 %
Debts   $ Diff % Diff
Home Mortgage(s) $190,851 ($5,625) -2.86 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $190,851 ($5,625) -2.86 %
 
Net Worth $422,278 $49,811 13.37 %
Net Worth History Chart
Monthly Entry
Commentary: Doing fine. Gold and silver are staying up. Apple is getting better. Work is doing well. Concerned about inconsistency of 401k at work. Should have several more months of good pay at work coming up. Trying to stay aggressive on paying down the mortgage but not at the expense of leaving us cash poor.

Cash: pp, Macu, Fid sav, and HSA (minus owed tithe, fo, and any cc debt). all calc in.

Ret = 401k, fidelity, alex's fidelity -401k not funding and hasn't since 8/8 now. Last time it was since. Emailed Dave about it today and asked that he do it weekly instead of every few months. Need to do it for year 2016 but not sure if I should do traditional. Afraid we make too much. Alex's IRA: 7516.

170 oz silver, 3 oz. gold - 10% of spot for selling premium - value silver 3096 & gold val - 3613. good month for silver and gold. TOTAL: 6709 *ESTIMATED FOR AUG; didn't want to do the calculations as they were not significant.

Other assets = food stor (4k), gold, silver, gun, and pp mort. (gun 1k) pp mort = 3958;