MidwesternJD's Net Worth for May 2024


Assets Value Change ($) Change (%)
Cash $4,500 - -
Stocks $64,808 ($1,221) (1.85%)
Bonds $485 ($6) (1.22%)
Annuities $270,000 - -
Retirement $1,012,192 ($24,626) (2.38%)
Home $385,000 $10,000 2.67%
Other Real Estate $160,000 - -
Cars $30,000 - -
Personal Property $5,000 - -
Other Assets $58,900 ($1,762) (2.90%)
$1,990,885 ($17,615) (0.88%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $129,733 ($14) (0.01%)
Other Mortgage(s) $82,098 ($155) (0.19%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $4,000 ($1,000) (20.00%)
Total Debts $215,831 ($1,169) (0.54%)
Net Worth $1,775,054 ($16,446) (0.92%)
*All values shown in USD ($)
Notes:
I miss Mint :(

Stocks = 529
Bonds = taxable
Other assets = HSA
Other debts = HELOC

Comments

5/27/2024 1:34:18 AM blahblah
Hey there, I remember you from the Your Money forums. Now that Mint is gone, I use Fidelity Full View and I like it A LOT. If you have a Fidelity account already, you should definitely check it out. If you don't, I think you might still be able to sign up and use Full View. In a previous entry, when you added in your pension, you mentioned there will be another big cliff in Aug 2025. Do you know what the estimated value of your pension will be once that milestone hits?
5/31/2024 9:54:29 PM MidwesternJD
Hey there! Thanks for the recommendation, I'll have to check that out -- I can't deal with the Credit Karma interface anymore, it's driving me nuts. The next pension milestone is my 15-year anniversary, which knocks the year I can take the pension from 2049 to 2041 (amount stays about the same -- $1500 a month with 100% survivor benefit). It's been a while since I did the annuity calculator, but I think that takes it from 270K to 420K or so based on an 85 year life expectancy.
6/4/2024 2:25:12 AM blahblah
Yeah, I didn't even bother trying Credit Karma, even though I already have an account there for the credit stuff. I read about Fidelity Full View on Bogleheads and TheFinanceBuff.com, so decided to try it out, since I already use Fidelity for HSA and SEP IRA. I think it's great. The only thing missing from it, that I can think of, versus Mint, is the Bills portion. It was nice to see upcoming bills for the month, exact date, and amounts, to know what debits would be coming out of my checking. Fidelity Full View has nothing like that. Very nice on the pension!