LegalTeam's Net Worth for July 2022


Assets Value Change ($) Change (%)
Cash $347,006 ($35,279) (9.23%)
Stocks & Crypto $46,316 $5,052 12.24%
Company Stock & Options $158,603 $61,744 63.75%
Annuities Whole Life $330,675 $2,624 0.80%
Retirement $3,250,167 $243,566 8.10%
529 Accounts $295,966 $17,833 6.41%
Home $2,500,000 - -
$6,928,733 $295,540 4.46%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,748,140 ($3,922) (0.22%)
Life Insurance Loan $6,486 ($1,153) (15.09%)
Total Debts $1,754,626 ($5,075) (0.29%)
Net Worth $5,174,107 $300,615 6.17%
*All values shown in USD ($)
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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