Beerguy's Net Worth for September 2013


Assets Value Change ($) Change (%)
Cash $33,033 $1,038 3.24%
Stocks $15,847 - -
Bonds $95,575 ($3,000) (3.04%)
Annuities $47,639 ($1,366) (2.79%)
Retirement $261,134 ($7,576) (2.82%)
Home $275,000 - -
Other Real Estate $100,000 - -
Cars $17,500 - -
Personal Property $15,000 - -
Other $0 - -
$860,728 ($10,904) (1.25%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $139,960 ($325) (0.23%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $5,574 $1,932 53.05%
Car Loans $0 - -
Other $0 - -
Total Debts $145,534 $1,607 1.12%
Net Worth $715,194 ($12,511) (1.72%)
*All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= both Roths
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension

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