LegalTeam's Net Worth for March 2023


Assets Value Change ($) Change (%)
Cash $293,292 $15,660 5.64%
Stocks & Crypto $55,531 $3,241 6.20%
Company Stock & Options $309,162 $70,382 29.48%
Annuities Whole Life $354,405 $3,136 0.89%
Retirement $3,392,829 $102,148 3.10%
529 Accounts $320,292 $8,537 2.74%
Home $2,518,000 - -
Beach House $0 - -
$7,243,511 $203,104 2.88%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,716,443 ($3,994) (0.23%)
Beach House Mortgage $0 - -
Credit Cards $0 - -
Total Debts $1,716,443 ($3,994) (0.23%)
Net Worth $5,527,068 $207,098 3.89%
*All values shown in USD ($)
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.

$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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