LegalTeam's Net Worth for May 2022


Assets Value Change ($) Change (%)
Cash $378,895 ($13,997) (3.56%)
Stocks & Crypto $46,909 ($2,612) (5.27%)
Company Stock & Options $176,650 $17,540 11.02%
Annuities Whole Life $322,745 $4,850 1.53%
Retirement $3,249,504 ($2,183) (0.07%)
529 Accounts $297,609 $3,950 1.35%
Home $2,500,000 - -
$6,972,312 $7,548 0.11%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,755,974 ($3,903) (0.22%)
Life Insurance Loan $8,792 ($1,141) (11.49%)
Total Debts $1,764,766 ($5,044) (0.29%)
Net Worth $5,207,546 $12,592 0.24%
*All values shown in USD ($)
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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