MidwesternJD's Net Worth for December 2020


Assets Value Change ($) Change (%)
Cash $11,500 $3,000 35.29%
Stocks $33,414 $1,826 5.78%
Bonds $378 ($1,983) (83.99%)
Annuities $0 - -
Retirement $606,685 $28,126 4.86%
Home $250,000 - -
Other Real Estate $125,000 - -
Cars $21,500 - -
Personal Property $0 - -
Other Assets $51,779 $2,136 4.30%
$1,100,256 $33,105 3.10%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $141,863 ($278) (0.20%)
Other Mortgage(s) $88,228 ($136) (0.15%)
Student Loans $0 ($159,870) -
Credit Cards $3,051 $1,851 154.25%
Car Loans $13,204 ($524) (3.82%)
Other Debts $26,000 ($1,640) (5.93%)
Total Debts $272,346 ($160,597) (37.09%)
Net Worth $827,910 $193,702 30.54%
*All values shown in USD ($)
Notes:
Stocks = 529
Bonds = taxable
Other assets = HSA
Other debts = HELOC

As of 12/10/20.

Comments

12/11/2020 8:06:56 AM JD2005
Congrats on getting rid of the Student Loans!
12/12/2020 3:54:16 PM MidwesternJD
Thank you! It was a little anticlimactic... I submitted my application at the end of August, waited, waited, obsessively checked FedLoan's site, waited, waited some more... and then on 12/8 I logged in and saw a $0 balance. Yesterday I finally got the letter!