JD2005's Net Worth for January 2018


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%
$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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