FatStacks' Net Worth for November 2022


Assets Value Change ($) Change (%)
Cash $6,630 $210 3.27%
Stock (taxable brokerage) $197 ($22) (10.05%)
Company equity $21,789 - -
HSA $14,741 $574 4.05%
Cars (2005 & 2019) $61,597 - -
Home $210,000 - -
Cryptocurrency $14,549 ($4,269) (22.69%)
401k - Traditional $14,484 $2,847 24.47%
401k (old employer) $127,150 $2,643 2.12%
401k (older employer) $166,152 $9,129 5.81%
401k - Trad. (spouse) $9,429 $2,471 35.51%
Profit Sharing (spouse) $52,000 $2,201 4.42%
Boat $45,000 - -
$743,718 $15,784 2.17%
 
Debts Value Change ($) Change (%)
Home Mortgage (15yr 3%) $113,519 ($628) (0.55%)
Student Loans (2.8%) $5,092 ($132) (2.53%)
CC (0% pay off evry mnth) $2,035 ($140) (6.44%)
Car Loan (72mo 3.82%) $53,869 ($810) (1.48%)
Furniture (0%) $3,515 ($117) (3.22%)
HELOC (8.25%) $29,000 ($10,400) (26.40%)
Total Debts $207,030 ($12,227) (5.58%)
Net Worth $536,688 $28,011 5.51%
*All values shown in USD ($)
Notes:
Got paid for a large side job which went to HELOC. None of my side work was taxed, so I'm going to have a hefty tax bill come April.
Also, I adjusted the HELOC rate to 6.75% based on the Fed's action this month.

As expected/planned, spent a good chunk of change on vacation.

Everything else: business as usual (almost). No big Back Friday purchases, but we did book a 2023 cruise with family & friends. Between some unplanned side income & wife's work bonus, we should be able to cover it. (It's not "on the books" yet, but it will be next month)

Credit card balance is a 0% promotional rate.

529: $54,511.21
FICO: 842

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