BA70's Net Worth for June 2012


Assets Value Change ($) Change (%)
Cash $9,705 ($1,716) (15.02%)
Stocks $44,620 ($6,080) (11.99%)
Bonds $50,739 $773 1.55%
Annuities $0 - -
Retirement $319,451 ($14,409) (4.32%)
Home $177,700 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
College Savings $0 - -
$602,215 ($21,432) (3.44%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $139,055 ($1,763) (1.25%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $139,055 ($1,763) (1.25%)
Net Worth $463,160 ($19,669) (4.07%)
*All values shown in USD ($)
Notes:
06/01/2012 I must say, we have one fine mess going on around the world right now... And... as a result of that mess rates are at record lows. I plan on filling out an application to re-fiance the mortgage to a 10 year at 3% as soon as I finish writing this. Thanks to our aggressive pay down plan on the current mortgage, taking on a 10 year will actually have a lower payment than our current 15 year at 4.25%. The house value has bumped up nicely on Zillow over the past two months or so. The updated value will be reflected in the July 2012 numbers. I don't expect that value to hold too long, as the banks seem to be ramping back up on the foreclosure process, and there's no shortage of those around us. 06/17/2012 There's still a couple weeks to go, but July is shaping up to be a good month. The market is on an upswing, our home value continues to rise, and we're about to lock in a sweet rate on our mortgage. 06/29/2012 $502,034.24. I've been waiting a long time to break the $500k barrier, and today was that day. Not sure if we'll be able to maintain the $500k number for the official July entry. We'll just have to wait and see. We have a mortgage payment next Monday, and about $2,500 in closing costs to cover on the new loan. Staying the course is paying it's dues. :-)

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