Beerguy's Net Worth for January 2018


Assets Value Change ($) Change (%)
Cash $37,300 $8,625 30.08%
Stocks $101,194 $3,101 3.16%
Bonds $95,354 $3,294 3.58%
Annuities $119,849 $3,232 2.77%
Retirement $323,018 $16,610 5.42%
Home $350,000 - -
Other Real Estate $117,302 $4,031 3.56%
Cars $55,000 - -
Personal Property $238,077 $8,171 3.55%
Other $0 - -
$1,437,094 $47,064 3.39%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $87,825 ($1,575) (1.76%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $3,346 ($1,586) (32.16%)
Car Loans $0 - -
Other $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

Comments

1/31/2018 5:10:29 PM Beerguy
Annuitized Wifey's pension