FatStacks' Net Worth for February 2023


Assets Value Change ($) Change (%)
Cash $2,574 ($1,539) (37.42%)
Stock (taxable brokerage) $236 $54 29.67%
Company equity $26,081 - -
HSA $15,280 ($183) (1.18%)
Cars (2005 & 2019) $50,438 - -
Home $210,000 - -
Cryptocurrency $17,816 $428 2.46%
401k - Traditional $21,067 $1,375 6.98%
401k - Roth $0 - -
401k (old employer) $132,621 ($1,276) (0.95%)
401k (older employer) $172,775 ($5,759) (3.23%)
401k - Trad. (spouse) $15,064 $1,556 11.52%
Profit Sharing (spouse) $53,261 ($1,492) (2.72%)
Boat $45,000 - -
$762,213 ($6,836) (0.89%)
 
Debts Value Change ($) Change (%)
Home Mortgage (15yr 3%) $111,625 ($633) (0.56%)
Student Loans (2.8%) $4,696 ($133) (2.75%)
CC (0% pay off evry mnth) $1,615 ($1,227) (43.17%)
Car Loan (72mo 3.82%) $51,416 ($819) (1.57%)
Furniture (0%) $3,161 ($118) (3.60%)
HELOC (8.25%) $26,400 $1,000 3.94%
Total Debts $198,913 ($1,930) (0.96%)
Net Worth $563,300 ($4,906) (0.86%)
*All values shown in USD ($)
Notes:
I decided to add up our February Cruise cost, down to the penny: $6,495.66 Sheesh.
That was for a 1-night stay in Miami, the cruise, flights, excursions, spending cash, dining, airport food/drinks, and a $600 folly at the casino. 2 adults, 1 child. Ouch.

On the upside, we don't owe nearly as much to the IRS as I'd planned, so I feel much better about our current state of affairs.

Updated HELOC to 7.5%

529: $55,967
FICO: 851

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