Someday's Net Worth for November 2013


Assets Value Change ($) Change (%)
Cash $8,700 $1,200 16.00%
Stocks $44,000 $600 1.38%
Bonds $500 - -
Retirement $322,700 $15,000 4.87%
Home $400,000 - -
Cars $26,100 - -
College 529 $45,500 ($2,700) (5.60%)
$847,500 $14,100 1.69%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $290,000 ($600) (0.21%)
Student Loans $1,300 - -
Credit Cards $12,100 - -
Car Loans $15,400 ($700) (4.35%)
Other Debts $0 - -
Total Debts $318,800 ($1,300) (0.41%)
Net Worth $528,700 $15,400 3.00%
*All values shown in USD ($)
Notes:
Invoice Total for November: no clients Other Assets: includes consulting business bank account the kids' college savings accounts. Retirement: contributing $6k/month until the end of the year

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