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Beerguy's
Net Worth for January 2018
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Assets
Value
Change ($)
Change (%)
Cash
$37,300
$8,625
30.08%
Stocks
$101,194
$3,101
3.16%
CQ IRA
$323,018
$16,610
5.42%
DQ Roth
$119,849
$3,232
2.77%
DQ IRA
$95,354
$3,294
3.58%
CQ Roth
$117,302
$4,031
3.56%
Home (Zillow)
$350,000
-
-
Cars
$55,000
-
-
Life Insurance
$0
-
-
Personal Property
$238,077
$8,171
3.55%
Total Assets
$1,437,094
$47,064
3.39%
Debts
Value
Change ($)
Change (%)
Credit Cards
$3,346
($1,586)
(32.16%)
Car Loans
$0
-
-
Home Mortgage(s)
$87,825
($1,575)
(1.76%)
Other Mortgage(s)
$0
-
-
Total Debts
$91,171
($3,161)
(3.35%)
Net Worth
$1,345,923
$50,225
3.88%
*
All values shown in USD ($)
Notes:
Reused asset classes.Bonds= Her RothAnnuities= her 401kRetirement= my 401kOther assets= PV of pensionCars = Car & Personal property & Life insPP= rollover IRAOther RE = My Roth
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Comments
1/31/2018 5:10:29 PM
Beerguy
Annuitized Wifey's pension