LegalTeam's Net Worth for February 2022


Assets Value Change ($) Change (%)
Cash $388,110 ($21,112) (5.16%)
Stocks & Crypto $51,827 $99 0.19%
Company Stock & Options $92,741 $31,023 50.27%
Annuities Whole Life $312,758 $2,136 0.69%
Retirement $3,433,059 ($89,690) (2.55%)
529 Accounts $307,997 ($5,483) (1.75%)
Home $2,500,000 - -
$7,086,492 ($83,027) (1.16%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,767,658 ($3,877) (0.22%)
Life Insurance Loan $12,184 ($1,121) (8.43%)
Total Debts $1,779,842 ($4,998) (0.28%)
Net Worth $5,306,650 ($78,029) (1.45%)
*All values shown in USD ($)
Notes:
Bonds = value of vested company stock & options
Other assets = 529 accounts
Stocks = Brokerage and Cryptocurrency
House updated to include basis, below Zillow value
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 265,000 over last 12 months, net of contributions, for an ROI of 195%.

$1M NW at age 40; $2M NW at age 43; $3M NW at age 45; $4M NW at age 46; $5M NW at age 47

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