Someday's Net Worth for May 2015


Assets Value Change ($) Change (%)
Cash $6,000 ($1,500) (20.00%)
Stocks $49,900 ($500) (0.99%)
Bonds $500 - -
Retirement $399,200 $3,200 0.81%
Home $400,000 - -
Cars $19,100 - -
College 529 $38,000 - -
$912,700 $1,200 0.13%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $280,100 ($600) (0.21%)
Student Loans $100 ($100) (50.00%)
Credit Cards $14,800 ($200) (1.33%)
Car Loans $3,400 ($600) (15.00%)
Other Debts $0 - -
Total Debts $298,400 ($1,500) (0.50%)
Net Worth $614,300 $2,700 0.44%
*All values shown in USD ($)
Notes:
Invoice Total for May: no clients Other Assets: includes consulting business bank account the kids' college savings accounts.

Comments