LegalTeam's Net Worth for September 2019


Assets Value Change ($) Change (%)
Cash $0 ($49,711) -
Stocks & Crypto $875 ($1,010) (53.58%)
Company Stock & Options $232,128 $36,787 18.83%
Annuities Whole Life $228,389 $24,953 12.27%
Retirement $2,175,853 $491,757 29.20%
529 Accounts $188,772 $38,053 25.25%
Home $2,150,000 - -
Rental House $815,000 - -
$5,791,017 $540,829 10.30%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,873,751 ($29,126) (1.53%)
Rental Mortgage $733,500 - -
Credit Cards $141,037 ($28,584) (16.85%)
Life Insurance Loan $41,872 ($8,142) (16.28%)
Total Debts $2,790,160 ($65,852) (2.31%)
Net Worth $3,000,857 $606,681 25.34%
*All values shown in USD ($)
Notes:
Was tracking over at NetworthIQ, but no more.
Other assets = 529 accounts
Cash is net of credit card and personal loan debt. If Credit Card debt is a positive number, such debt exceeds current cash on hand.
Other debts = loans against life insurance
Retirement accounts value increased approx 72,400 over last 12 months for an ROI of 26%.

$1M NW at age 40; $2M NW at age 43; $3M NW at age 45

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