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JD2005's
Net Worth for July 2018
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Assets
Value
Change ($)
Change (%)
Cash
$11,999
$1,231
11.43%
Taxable Account
$0
-
-
Combined Retirement
$323,623
$8,755
2.78%
Home
$660,000
-
-
Cars
$16,000
($500)
(3.03%)
HSA
$2,741
$393
16.74%
529s
$83,057
$1,336
1.63%
Total Assets
$1,097,420
$11,215
1.03%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$455,365
($836)
(0.18%)
Other Mortgage(s)
$0
-
-
Other Debts
$0
-
-
Total Debts
$455,365
($836)
(0.18%)
Net Worth
$642,055
$12,051
1.91%
*
All values shown in USD ($)
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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