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JD2005's
Net Worth for May 2015
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Assets
Value
Change ($)
Change (%)
Cash
$45,693
($10,553)
(18.76%)
Taxable Account
$18,479
$146
0.80%
Combined Retirement
$176,330
$1,451
0.83%
Home
$325,000
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-
Other Real Estate
$55,000
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-
HSA
$0
-
-
529s
$33,843
$13,643
67.54%
Total Assets
$654,345
$4,687
0.72%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$220,188
-
-
Other Mortgage(s)
$0
-
-
Other Debts
$0
-
-
Total Debts
$220,188
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-
Net Worth
$434,157
$4,687
1.09%
*
All values shown in USD ($)
Notes:
Annuities = 529 plans; Stocks = taxable account. Still looking for a job. Thank you Oma for the gifts to kids' 529 (7k each =14k)
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