LegalTeam's Net Worth for September 2022


Assets Value Change ($) Change (%)
Cash $369,130 $36,711 11.04%
Stocks & Crypto $42,419 ($1,849) (4.18%)
Company Stock & Options $80,779 ($66,715) (45.23%)
Annuities Whole Life $333,008 - -
Retirement $2,872,771 ($265,104) (8.45%)
529 Accounts $264,967 ($22,338) (7.78%)
Home $2,500,000 - -
$6,463,074 ($319,295) (4.71%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,740,270 ($3,940) (0.23%)
Life Insurance Loan $4,157 ($1,168) (21.93%)
Total Debts $1,744,427 ($5,108) (0.29%)
Net Worth $4,718,647 ($314,187) (6.24%)
*All values shown in USD ($)
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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