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JD2005's
Net Worth for June 2018
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Assets
Value
Change ($)
Change (%)
Cash
$10,768
($1,097)
(9.25%)
Taxable Account
$0
-
-
Combined Retirement
$314,868
$2,090
0.67%
Home
$660,000
-
-
Cars
$16,500
($500)
(2.94%)
HSA
$2,348
$248
11.81%
529s
$81,721
($526)
(0.64%)
Total Assets
$1,086,205
$215
0.02%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$456,201
($1,667)
(0.36%)
Other Mortgage(s)
$0
-
-
Other Debts
$0
-
-
Total Debts
$456,201
($1,667)
(0.36%)
Net Worth
$630,004
$1,882
0.30%
*
All values shown in USD ($)
Notes:
Annuities = 529 plans; Other Assets = HSA; Home estimate $$ from 9.2017 appraisal for HELOC; Going to Depreciate cars $500 / month until they get to zero.
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