As of April 29, 2017. "Cash" = personal cash, including partner's account to which I am contributing and responsible for. "Stocks" = all non-registered equity investments, RESP savings, combined personal and corporate holdings (Canadian/US/International Index Funds & ETFs), but also including RESP holdings for Kevin. "Bonds" = corporate cash (only actual cash, does not include any money in brokerage accounts). "Annuities" = Whole life policy, invested in corporate name. "Retirement" = investments in RRSP accounts only. "Other Assets" = investments in TFSA accounts only.
Just realized that I forgot to invoice for this month's work, doh. Additionally, just came back from a big two-week European trip where we spent a lot of money as well, double doh. Despite all that, still made progress on the net worth front! Wanting to finish off maxing out my RRSP, only have around $7,000 left to maximum it and then can start working on my partner's TFSA. Stocks seemed to bounce around a lot - some stuff went down, other stuff went up, net gain was not significant. |