FatStacks' Net Worth for February 2024


Assets Value Change ($) Change (%)
Cash $4,583 - -
Stock (taxable brokerage) $47 $4 9.30%
Company equity $30,000 - -
HSA $21,977 $928 4.41%
Cars (2005 & 2019) $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 - -
$877,029 $23,469 2.75%
 
Debts Value Change ($) Change (%)
Home Mortgage (15yr 3%) $103,906 ($653) (0.62%)
Student Loans (2.8%) $3,085 ($134) (4.16%)
CC (0% pay off evry mnth) $2,750 $2,750 -
Car Loan (72mo 3.82%) $41,351 ($851) (2.02%)
Furniture (0%) $5,838 ($317) (5.15%)
HELOC (7.75%) $37,750 - -
Total Debts $194,680 $795 0.41%
Net Worth $682,349 $22,674 3.44%
*All values shown in USD ($)
Notes:
529: $65,931.68
FICO: 877/856 for myself/spouse (out of 900)

3/5/2024 update: We went on an expensive vacation this month. It was mostly paid for up front but we still spent ~2,000 on shopping/tipping/excursions/gambling.
Since we were gone at month-end when I normally pull numbers, these numbers are my best guess..

2/20/2024 update: updated our budget.

2/7/2024 update: I'm pretty sure we're going to owe quite a bit in taxes this year. I hope our CPA finds some change in the couch.


Comments

2/2/2024 3:47:06 PM BirdNole
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 BirdNole
Enjoy!
2/6/2024 8:32:27 PM FatStacks
Thanks, we will!