UTex08's Net Worth for February 2019


Assets Value Change ($) Change (%)
Cash $47,967 $6,311 15.15%
Stocks $129,732 $4,314 3.44%
Bonds $0 - -
Annuities $0 - -
Retirement $520,718 $41,099 8.57%
Home $618,000 - -
Other Real Estate $190,000 - -
Cars $17,950 - -
Personal Property $0 - -
Kids 529 College Savings $0 - -
$1,524,367 $51,724 3.51%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $454,652 ($689) (0.15%)
Other Mortgage(s) $64,787 ($387) (0.59%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $519,439 ($1,076) (0.21%)
Net Worth $1,004,928 $52,800 5.55%
*All values shown in USD ($)
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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