Someday's Net Worth for January 2016


Assets Value Change ($) Change (%)
Cash $13,100 $600 4.80%
Stocks $52,600 $100 0.19%
Bonds $500 - -
Retirement $385,300 ($22,100) (5.42%)
Home $400,000 - -
Cars $15,600 ($600) (3.70%)
College 529 $39,500 ($1,100) (2.71%)
$906,600 ($23,100) (2.48%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $275,600 ($500) (0.18%)
Student Loans $0 - -
Credit Cards $8,000 ($1,400) (14.89%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $283,600 ($1,900) (0.67%)
Net Worth $623,000 ($21,200) (3.29%)
*All values shown in USD ($)
Notes:
Invoice Total for January: no clients Other Assets: includes consulting business bank account the kids' college savings accounts.

Comments