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LegalTeam's
Net Worth for December 2014
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Assets
Value
Change ($)
Change (%)
Cash
$96,678
$72,638
302.15%
Stocks & Crypto
$46,219
$46,219
-
Company Stock & Options
$76,432
$26,412
52.80%
Annuities Whole Life
$94,717
$21,514
29.39%
Retirement
$815,253
$55,995
7.37%
Home
$783,133
($31,867)
(3.91%)
Beach House
$0
-
-
529 Accounts
$59,772
$24,047
67.31%
Total Assets
$1,972,204
$214,958
12.23%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$584,324
($6,000)
(1.02%)
Beach House Mortgage
$0
-
-
Credit Cards
$22,500
$500
2.27%
Other Debts
$173,308
($12,000)
(6.48%)
Unused_Debt02
$33,565
($30,320)
(47.46%)
Total Debts
$813,697
($47,820)
(5.55%)
Net Worth
$1,158,507
$262,778
29.34%
*
All values shown in USD ($)
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.
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