LegalTeam's Net Worth for January 2024


Assets Value Change ($) Change (%)
Cash $73,707 $5,070 7.39%
Stocks & Crypto $30,907 ($5,866) (15.95%)
Company Stock & Options $392,218 $5,294 1.37%
Annuities Whole Life $389,223 $2,424 0.63%
Retirement $3,873,258 $24,559 0.64%
Home $2,544,000 - -
Beach House $1,615,000 - -
529 Accounts $287,563 ($38,430) (11.79%)
Unused_Asset01 $124,499 $124,499 -
$9,330,375 $117,550 1.28%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,675,998 ($4,086) (0.24%)
Beach House Mortgage $1,331,897 ($1,727) (0.13%)
Total Debts $3,007,895 ($5,813) (0.19%)
Net Worth $6,322,480 $123,363 1.99%
*All values shown in USD ($)
Notes:
Added value of deferred compensation

Houses 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.

Kid now in college so drawing down 529 account.

$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; $6M NW at age 49

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