It looks like we're going to have another good year at work, so I anticipate a rise in our share price (approximately 20%) and another year of vesting. Still have to finish and have everything evaluated, but at this point I could see a total value of $36k, vested balance of $14k for CY2013. Won't know until next Q3 of next year, so writing this now to see how close I will be.
Debt-to-Asset ratio = 62.34%
Primary = 15 year, 2.625% fixed, 15 years left
Rental #1 = 15 year, 3.875% fixed, 14 years remaining
Rental #2 = 30 year, 4.75% fixed, 29 years remaining
Rental #3 = 15 year, 3.875% fixed, 14 years remaining
Rental #4 = 30 year, 5.125% fixed, 26 years remaining
Rental #5 = 15 year, 5.50% 2/1 ARM with caps, 14 years remaining
Rental #6 = 15 year, 4.75% 3 year balloon, 14 years remaining
Legend:
"Stocks" = Vested balance in company stock
"Bonds" = Personal Emergency fund
"Annuities" = Investment Property Savings (minus security deposits)
"Other Assets" = Health Savings Account
"Other Real Estate" = Investment Properties (current market values)
"Other Mortgage" = Investment Property Mortgages
"Other Debts" = Hard money loan for rental property rehab |