Someday's Net Worth for June 2014


Assets Value Change ($) Change (%)
Cash $10,100 ($2,800) (21.71%)
Stocks $51,000 $2,100 4.29%
Bonds $500 - -
Retirement $372,200 $13,200 3.68%
Home $400,000 - -
Cars $21,000 ($600) (2.78%)
College 529 $41,000 $700 1.74%
$895,800 $12,600 1.43%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $286,200 ($600) (0.21%)
Student Loans $900 - -
Credit Cards $21,300 ($1,600) (6.99%)
Car Loans $10,800 ($600) (5.26%)
Other Debts $0 - -
Total Debts $319,200 ($2,800) (0.87%)
Net Worth $576,600 $15,400 2.74%
*All values shown in USD ($)
Notes:
Invoice Total for June: no clients Other Assets: includes consulting business bank account the kids' college savings accounts.

Comments