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ba70's
Net Worth for January 2022
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Assets
Value
Change ($)
Change (%)
Cash
$63,345
$969
1.55%
Stocks
$245,126
$12,723
5.47%
Bonds
$2,394
-
-
Annuities
$0
-
-
Retirement
$1,155,422
$34,627
3.09%
Home
$443,500
($4,700)
(1.05%)
Other Real Estate
$0
-
-
Cars
$0
-
-
Personal Property
$0
-
-
College Savings
$157,989
$3,325
2.15%
Total Assets
$2,067,776
$46,944
2.32%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$0
-
-
Other Mortgage(s)
$0
-
-
Student Loans
$0
-
-
Credit Cards
$0
-
-
Car Loans
$0
-
-
Other Debts
$0
-
-
Total Debts
$0
-
-
Net Worth
$2,067,776
$46,944
2.32%
*
All values shown in USD ($)
Notes:
01/01/2021
Enough is enough - shifting some of our cash to TIPS and iBonds.
We sat down with a financial advisor a few weeks back as a sanity check for our plan - he thought we were on track. 901 days remaining until we submit our resignation. Yay!
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