JD2005's Net Worth for March 2018


Assets Value Change ($) Change (%)
Cash $21,370 ($3,311) (13.42%)
Taxable Account $0 - -
Combined Retirement $302,290 ($240) (0.08%)
Home $660,000 - -
Cars $18,000 ($500) (2.70%)
HSA $1,350 $1,350 -
529s $81,280 ($915) (1.11%)
$1,084,290 ($3,616) (0.33%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $459,525 ($825) (0.18%)
Other Mortgage(s) $0 - -
Car Loans $0 ($13,689) -
Other Debts $0 - -
Total Debts $459,525 ($14,514) (3.06%)
Net Worth $624,765 $10,898 1.78%
*All values shown in USD ($)
Notes:
* Paid off car this month. Also, started tracking HSA in Other Assets.

Annuities = 529 plans; Other Assets = HSA; New home estimate $$ from 9.2017 appraisal for HELOC; Going to Depreciate cars $500 / month until they get to zero.

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