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LegalTeam's
Net Worth for December 2016
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Assets
Value
Change ($)
Change (%)
Cash
$6,755
($12,883)
(65.60%)
Stocks & Crypto
$4,715
($42,839)
(90.08%)
Company Stock & Options
$131,020
$26,112
24.89%
Annuities Whole Life
$144,080
$25,825
21.84%
Retirement
$1,341,758
$259,891
24.02%
529 Accounts
$114,311
$33,313
41.13%
Home
$807,542
$8,851
1.11%
Beach House
$0
-
-
Total Assets
$2,550,181
$298,270
13.25%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$536,324
($24,000)
(4.28%)
HELOC
$149,308
($12,000)
(7.44%)
Beach House Mortgage
$0
-
-
Credit Cards
$38,901
($31,864)
(45.03%)
Total Debts
$724,533
($84,523)
(10.45%)
Net Worth
$1,825,648
$382,793
26.53%
*
All values shown in USD ($)
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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