LegalTeam's Net Worth for December 2014


Assets Value Change ($) Change (%)
Cash $96,678 $72,638 302.15%
Stocks & Crypto $46,219 $46,219 -
Company Stock & Options $76,432 $26,412 52.80%
Annuities Whole Life $94,717 $21,514 29.39%
Retirement $815,253 $55,995 7.37%
529 Accounts $59,772 $24,047 67.31%
Home $783,133 ($31,867) (3.91%)
$1,972,204 $214,958 12.23%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $584,324 ($6,000) (1.02%)
HELOC $173,308 ($12,000) (6.48%)
Credit Cards $22,500 $500 2.27%
Life Insurance Loan $33,565 ($30,320) (47.46%)
Total Debts $813,697 ($47,820) (5.55%)
Net Worth $1,158,507 $262,778 29.34%
*All values shown in USD ($)
Notes:
Recreated from Quicken Net Worth Report. Did not include student loans as a liability, only an expense. Together, our student loans were over $200K, and were finally paid off in 2017.

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