ZenFinance's Net Worth for January 2021


Assets Value Change ($) Change (%)
Cash $108,523 ($11,724) (9.75%)
Stocks $5,000 $5,000 -
Bonds $0 - -
Annuities $0 - -
Retirement $796,531 $24,243 3.14%
Home $365,000 $5,000 1.39%
Other Real Estate $775,000 $25,000 3.33%
Cars $6,000 - -
Personal Property $20,000 - -
Other Assets $15,226 ($18) (0.12%)
$2,091,280 $47,501 2.32%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $329,697 ($2,344) (0.71%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $329,697 ($2,344) (0.71%)
Net Worth $1,761,583 $49,845 2.91%
*All values shown in USD ($)
Notes:
$5K Stocks is pre IPO investment

1) Major backyard project cost $20K- half paid this month and half next.

2) Home values increased on both properties, making conservative adjustments

Comments

12/31/2020 9:39:24 AM ZenFinance
2020 was my best financial year, we grew our net worth by $400K. My goal for 2021 is to maintain our net wroth and hopefully claw close to $2M. I've been thinking about the number that would allow me to feel able to securely retire and as of today I think $3.5M is my number.
1/1/2021 11:48:10 AM jwxman
Congrats!