LegalTeam's Net Worth for May 2024


Assets Value Change ($) Change (%)
Cash $101,868 ($1,396) (1.35%)
Stocks & Crypto $51,178 $7,947 18.38%
Company Stock & Options $687,201 $188,719 37.86%
Annuities Whole Life $403,114 $5,864 1.48%
Deferred Compensation $174,748 $599 0.34%
Retirement $4,242,044 $188,496 4.65%
529 Accounts $306,968 $9,735 3.28%
Home $2,544,000 - -
Beach House $1,615,000 - -
$10,126,121 $399,964 4.11%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,659,558 ($4,124) (0.25%)
Beach House Mortgage $1,324,120 ($583) (0.04%)
Credit Cards $0 - -
Total Debts $2,983,678 ($4,707) (0.16%)
Net Worth $7,142,443 $404,671 6.01%
*All values shown in USD ($)
Notes:
Houses updated to include basis, below Zillow value
Pay off credit cards monthly

Kid now in college so drawing down 529 account.

Negative NW at age 30; first $100K NW at age 35; $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; $7M NW at age 50

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