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UTex08's
Net Worth for January 2019
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Assets
Value
Change ($)
Change (%)
Cash
$41,656
($16,794)
(28.73%)
Stocks
$125,418
$21,231
20.38%
Bonds
$0
-
-
Annuities
$0
-
-
Retirement
$479,619
$17,531
3.79%
Home
$618,000
$11,018
1.82%
Other Real Estate
$190,000
$1,086
0.57%
Cars
$17,950
($500)
(2.71%)
Personal Property
$0
-
-
Kids 529 College Savings
$0
-
-
Total Assets
$1,472,643
$33,572
2.33%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$455,341
($687)
(0.15%)
Other Mortgage(s)
$65,174
($386)
(0.59%)
Student Loans
$0
-
-
Credit Cards
$0
-
-
Car Loans
$0
-
-
Other Debts
$0
-
-
Total Debts
$520,515
($1,073)
(0.21%)
Net Worth
$952,128
$34,645
3.78%
*
All values shown in USD ($)
Notes:
IRA's maxed out for 2019 via Roth conversion. The next few months we'll be working on maxing out our 401k's. Continuing to put $1,000/month into our daughter's 529 college fund.
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