LegalTeam's Net Worth for March 2022


Assets Value Change ($) Change (%)
Cash $420,101 $31,991 8.24%
Stocks & Crypto $54,819 $2,992 5.77%
Company Stock & Options $178,009 $85,268 91.94%
Annuities Whole Life $315,707 $2,949 0.94%
Retirement $3,532,125 $99,066 2.89%
529 Accounts $311,615 $3,618 1.17%
Home $2,500,000 - -
$7,312,376 $225,884 3.19%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,763,772 ($3,886) (0.22%)
Life Insurance Loan $11,062 ($1,122) (9.21%)
Total Debts $1,774,834 ($5,008) (0.28%)
Net Worth $5,537,542 $230,892 4.35%
*All values shown in USD ($)
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 (and cash = 0), such debt exceeds current cash on hand.
Other debts = loans against life insurance
Retirement accounts value increased approx 285,000 over last 12 months, net of contributions, for an ROI of 210%.

$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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