LegalTeam's Net Worth for April 2022


Assets Value Change ($) Change (%)
Cash $392,892 ($27,209) (6.48%)
Stocks & Crypto $49,521 ($5,298) (9.66%)
Company Stock & Options $159,110 ($18,899) (10.62%)
Annuities Whole Life $317,895 $2,188 0.69%
Retirement $3,251,687 ($280,438) (7.94%)
529 Accounts $293,659 ($17,956) (5.76%)
Home $2,500,000 - -
$6,964,764 ($347,612) (4.75%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,759,877 ($3,895) (0.22%)
Life Insurance Loan $9,933 ($1,129) (10.21%)
Total Debts $1,769,810 ($5,024) (0.28%)
Net Worth $5,194,954 ($342,588) (6.19%)
*All values shown in USD ($)
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

$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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