LegalTeam's Net Worth for December 2017


Assets Value Change ($) Change (%)
Cash $7,865 ($205,172) (96.31%)
Stocks & Crypto $4,957 $367 8.00%
Company Stock & Options $162,780 $17,130 11.76%
Annuities Whole Life $172,062 $24,354 16.49%
Retirement $1,640,964 $176,921 12.08%
529 Accounts $160,898 $38,009 30.93%
Home $2,155,000 $1,340,000 164.42%
Rental House $815,000 $815,000 -
$5,119,526 $2,206,609 75.75%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,934,388 $1,200,888 163.72%
Rental Mortgage $733,500 $733,500 -
Credit Cards $81,376 $81,376 -
Life Insurance Loan $60,015 $60,015 -
Total Debts $2,809,279 $2,065,379 277.64%
Net Worth $2,310,247 $141,230 6.51%
*All values shown in USD ($)
Notes:
Recreating 2017. Note: purchased new home in December 2017 under old mortgage interest deduction limits. Previous home (moved to "Beach House" here) rented until sold in 2020.

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