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0000HiltonHead's
Net Worth for November 2019
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Assets
Value
Change ($)
Change (%)
Cash
$281,268
$4,981
1.80%
401K
$879,283
$32,469
3.83%
HSA
$0
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Annuities
$87,526
$636
0.73%
IRA-Pension-Crypto
$875,654
$25,760
3.03%
Warehouse
$600,000
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-
Home
$600,000
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Vacation Home
$40,000
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Business Value
$500,000
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Personal Property
$20,000
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Total Assets
$3,883,731
$63,846
1.67%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$371,642
($2,357)
(0.63%)
Total Debts
$371,642
($2,357)
(0.63%)
Net Worth
$3,512,089
$66,203
1.92%
*
All values shown in USD ($)
Notes:
Annuities +-85K in 529
Stocks is a MIX of STOCKS, BONDS and T-BILLS in Brokerage
Retirement is 401K, Sep-IRA and HSA
Other RE is Commercial Prop/Vac Prop both paid off
Other assets is conservative business value
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