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JD2005's
Net Worth for January 2018
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Assets
Value
Change ($)
Change (%)
Cash
$26,413
$7,421
39.07%
Taxable Account
$0
-
-
Combined Retirement
$307,647
$15,280
5.23%
Home
$660,000
-
-
Cars
$19,000
($500)
(2.56%)
HSA
$0
-
-
529s
$85,305
$12,010
16.39%
Total Assets
$1,098,365
$34,211
3.21%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$461,173
($821)
(0.18%)
Other Mortgage(s)
$0
-
-
Car Loans
$13,909
($239)
(1.69%)
Other Debts
$0
-
-
Total Debts
$475,082
($1,060)
(0.22%)
Net Worth
$623,283
$35,271
6.00%
*
All values shown in USD ($)
Notes:
Annuities = 529 plans; New home estimate $$ from 9.2017 appraisal for HELOC; Going to Depreciate cars $500 / month until they get to zero.
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