LegalTeam's Net Worth for December 2011


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 - -
$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.

Comments