FatStacks' Net Worth for February 2024


Assets Value Change ($) Change (%)
Cash $3,383 ($1,200) (26.18%)
Stocks $47 $4 9.30%
Company equity $30,000 - -
HSA $21,977 $928 4.41%
Cars $41,927 - -
Home $210,000 - -
Cryptocurrency $36,172 $6,885 23.51%
Roth IRA $2,500 $1,155 85.87%
401k - Traditional $362,598 $11,640 3.32%
401k - Roth $25,314 $684 2.78%
401k - Trad. (spouse) $21,230 $798 3.91%
Profit Sharing (spouse) $62,481 $1,375 2.25%
Boat $58,200 - -
$875,829 $22,269 2.61%
 
Debts Value Change ($) Change (%)
Home Mortgage (15yr 3%) $103,906 ($653) (0.62%)
Student Loans (2.8%) $3,085 ($134) (4.16%)
Credit Cards $0 - -
Car Loan (72mo 3.82%) $41,351 ($851) (2.02%)
Furniture (0%) $5,838 ($317) (5.15%)
HELOC (8.25%) $37,750 - -
Total Debts $191,930 ($1,955) (1.01%)
Net Worth $683,899 $24,224 3.67%
*All values shown in USD ($)
Notes:
Placeholder...normally I update on the last day of the month, but we'll be on vacation so I'll finalize it at the beginning of March when we return. Close enough.

529: $65,931.68
FICO: TBD

We're going on a fairly (ok, very) expensive vacation this month. It's mostly paid for, but I figure we're still going to spend ~$2k on shopping/tipping/excursions/craps table

2/7/2024 update: Just did some napkin math, and we're going to owe a f*ckton in taxes. I hope our CPA finds some change in the couch this year.
2/20/2024 update: updated our budget.

Comments

2/2/2024 3:47:06 PM mrw04c
Vacations are sort of a kryptonite, eh? Hard to say no - I get it...
2/6/2024 8:51:48 AM FatStacks
Haha, indeed they are! Some of our younger friends turn 40 this year, so of course a group trip to Mexico is in the works for later this year. I have no idea how we're paying for it yet... I'll stress about it all year, but won't regret going!
2/6/2024 10:35:36 AM mrw04c
Enjoy!
2/6/2024 8:32:27 PM FatStacks
Thanks, we will!