A great month for stocks and retirement accounts!
Breakdown of Assets
Cash: Savings in an ING account, I don't include checking balance here since the money is already planned for bills.
Stocks: Mutual funds
Retirement: Company 401k, IRA fund, and lump sum pension
Other Assets: Stocks and options
Goals:
Dec 2013 Net Worth (age 30):
$155,000
Dec 2012 Net Worth (age 29):
$140,000 (actual $127,913)
Dec 2011 Net Worth (age 28):
$105,000 $120,000 (actual $107,608)
Dec 2010 Net Worth (age 27):
$80,000 (actual $85,184)
Dec 2009 Net Worth (age 26):
$50,000 (actual $58,168)
|