LegalTeam's Net Worth for March 2024

Assets	Value	Change ($)	Change (%)
Cash	$127,935	$71,048	124.89%
Stocks & Crypto	$42,834	$3,142	7.92%
Company Stock & Options	$539,721	$96,042	21.65%
Annuities Whole Life	$394,887	$3,379	0.86%
Deferred Compensation	$169,562	$45,063	36.20%
Retirement	$4,194,775	$130,930	3.22%
529 Accounts	$303,679	$6,625	2.23%
Home	$2,544,000	-	-
Beach House	$1,615,000	-	-
Total Assets	$9,932,393	$356,229	3.72%

Debts	Value	Change ($)	Change (%)
Home Mortgage(s)	$1,667,797	($4,105)	(0.25%)
Beach House Mortgage	$1,326,469	($3,692)	(0.28%)
Credit Cards	$0	-	-
Total Debts	$2,994,266	($7,797)	(0.26%)
Net Worth	$6,938,127	$364,026	5.54%
^*All values shown in USD ($)

Notes:
Houses updated to include basis, below Zillow value Pay off credit cards monthly Kid now in college so drawing down 529 account. $1M NW at age 40; $2M NW at age 43; $3M NW at age 45; $4M NW at age 46; $5M NW at age 47; $6M NW at age 49

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