FatStacks' Net Worth for July 2024

Assets	Value	Change ($)	Change (%)
Cash	$5,541	$1,249	29.10%
Stock (taxable brokerage)	$71	-	-
Company equity	$30,000	-	-
HSA	$25,857	($259)	(0.99%)
Cars (2005 & 2019)	$41,927	-	-
Home	$210,000	-	-
Cryptocurrency	$29,716	($284)	(0.95%)
Roth IRA	$7,840	$122	1.58%
Roth IRA (spouse)	$1,092	$1,092	-
401k - Traditional	$402,971	$16,033	4.14%
401k - Roth	$27,348	$959	3.63%
401k - Trad. (spouse)	$24,087	$794	3.41%
Profit Sharing (spouse)	$66,851	$391	0.59%
Boat	$58,200	-	-
Total Assets	$931,501	$20,097	2.21%

Debts	Value	Change ($)	Change (%)
Home Mortgage (15yr 3%)	$100,621	($661)	(0.65%)
Student Loans (2.8%)	$2,403	($134)	(5.28%)
CC (0% pay off evry mnth)	$3,780	$3,780	-
Car Loan (72mo 3.82%)	$37,048	($860)	(2.27%)
Furniture (0%)	$4,253	($317)	(6.94%)
HELOC (7.75%)	$45,000	-	-
Total Debts	$193,105	$1,808	0.95%
Net Worth	$738,396	$18,289	2.54%
^*All values shown in USD ($)

Notes:
Opened up a Roth IRA for my spouse. 529: $70,877 FICO: 880/865 for myself/spouse (out of 900) - Had a great 4th of July weekend spent with friends. Half rain, half insane sun (out on friend's boat). Perfect night for fireworks. Pitched in $40 for boat gas (even though my friend doesn't expect it, nor care) but I know it's appreciated. - Went camping with family the following weekend. $220 for the campground/parking and then spent a bunch on food & drink/game room/shopping/excursions/etc. - We cancelled one of our annual summer boating trips due to the boat being broke . Replaced it with a quick weekend getaway with childhood friends/spouses followed immediately by a mid-week trip to Wisconsin Dells. ~$2k on the credit card for that. - $1,800 of credit card is for upcoming August vacation lodging that we're splitting with friends so we're only on the hook for half. I like to pay off credit cards before the end of the month so it shows up as $0 on here, but this month will have to rollover. I'll still pay them off before interest kicks in.

Notes:

Opened up a Roth IRA for my spouse.

529: $70,877
FICO: 880/865 for myself/spouse (out of 900)

- Had a great 4th of July weekend spent with friends. Half rain, half insane sun (out on friend's boat). Perfect night for fireworks. Pitched in $40 for boat gas (even though my friend doesn't expect it, nor care) but I know it's appreciated.

- Went camping with family the following weekend. $220 for the campground/parking and then spent a bunch on food & drink/game room/shopping/excursions/etc.

- We cancelled one of our annual summer boating trips due to the boat being broke . Replaced it with a quick weekend getaway with childhood friends/spouses followed immediately by a mid-week trip to Wisconsin Dells. ~$2k on the credit card for that.

- $1,800 of credit card is for upcoming August vacation lodging that we're splitting with friends so we're only on the hook for half.

I like to pay off credit cards before the end of the month so it shows up as $0 on here, but this month will have to rollover. I'll still pay them off before interest kicks in.

Comments

7/21/2024 6:01:39 PM FatStacks
CrowdStrike and now the Biden announcement. Lots to process.