LegalTeam's Net Worth for December 2022


Assets Value Change ($) Change (%)
Cash $310,753 ($18,062) (5.49%)
Stocks & Crypto $45,925 ($1,527) (3.22%)
Company Stock & Options $102,149 ($42,948) (29.60%)
Annuities Whole Life $346,763 $2,311 0.67%
Retirement $3,124,110 ($157,064) (4.79%)
529 Accounts $294,508 ($9,467) (3.11%)
Home $2,500,000 - -
$6,724,208 ($226,757) (3.26%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,728,398 ($3,966) (0.23%)
Life Insurance Loan $604 ($1,198) (66.48%)
Total Debts $1,729,002 ($5,164) (0.30%)
Net Worth $4,995,206 ($221,593) (4.25%)
*All values shown in USD ($)
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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