Bonds = value of vested company stock & options Other assets = 529 accounts Cash is net of credit card and personal loan debt. If Credit Card debt is a positive number, such debt exceeds current cash on hand. Other debts = loans against life insurance Retirement accounts value increased approx 397,000 over last 12 months for an ROI of 146%.
Sold rental property in October: added to cash, other real estate and other mortgage now zero.
$1M NW at age 40; $2M NW at age 43; $3M NW at age 45; $4M NW at age 46 |