LegalTeam's Net Worth for December 2016


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 - -
$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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