MidwesternJD's Net Worth for September 2020


Assets Value Change ($) Change (%)
Cash $28,000 $23,000 460.00%
Stocks $30,236 $2,366 8.49%
Bonds $3,096 $121 4.07%
Annuities $0 - -
Retirement $559,818 $41,611 8.03%
Home $250,000 - -
Other Real Estate $0 - -
Cars $21,500 ($500) (2.27%)
Personal Property $0 - -
Other Assets $49,900 ($791) (1.56%)
$942,550 $65,807 7.51%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $142,693 ($275) (0.19%)
Other Mortgage(s) $22,600 $22,600 -
Student Loans $159,870 - -
Credit Cards $3,100 $1,000 47.62%
Car Loans $14,774 ($492) (3.22%)
Other Debts $0 - -
Total Debts $343,037 $22,833 7.13%
Net Worth $599,513 $42,974 7.72%
*All values shown in USD ($)
Notes:
Some shuffling this month, applied for PSLF and preparing to buy our neighbor's house.

Stocks = DD's 529
Bonds = Taxable
Other assets = HSA
Other mortgage = HELOC

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