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LegalTeam's
Net Worth for December 2011
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Assets
Value
Change ($)
Change (%)
Cash
$70,849
$26,588
60.07%
Stocks & Crypto
$0
-
-
Company Stock & Options
$12,375
$12,375
-
Annuities Whole Life
$43,896
$10,030
29.62%
Retirement
$360,033
$31,932
9.73%
529 Accounts
$16,338
$3,707
29.35%
Home
$755,348
-
-
Rental House
$602,699
-
-
Total Assets
$1,861,538
$84,632
4.76%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$590,699
-
-
HELOC
$185,308
-
-
Rental Mortgage
$487,512
($13,845)
(2.76%)
Rental HELOC
$115,204
-
-
Credit Cards
$35,000
($45,000)
(56.25%)
Total Debts
$1,413,723
($58,845)
(4.00%)
Net Worth
$447,815
$143,477
47.14%
*
All values shown in USD ($)
Notes:
Recreated from Quicken Net Worth Report. Did not include student loans as a liability, only an expense. Together, our student loans were over $200K, and were finally paid off in 2017. In 2007, moved to a new home, rented out previous home.
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