broke4now's Net Worth for March 2019


Assets Value Change ($) Change (%)
Cash $787,000 $57,000 7.81%
Stocks $73,000 $4,000 5.80%
Bonds $25,000 - -
Annuities $50,000 - -
Retirement $180,000 $5,000 2.86%
Home $575,000 $75,000 15.00%
Other Real Estate $150,000 - -
Cars $120,000 ($5,000) (4.00%)
Personal Property $100,000 - -
Other $85,000 - -
$2,145,000 $136,000 6.77%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $357,000 $2,000 0.56%
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $357,000 $2,000 0.56%
Net Worth $1,788,000 $134,000 8.10%
*All values shown in USD ($)
Notes:
Made an offer for office building with cash. Will finance the build-out. Pool is almost done after nearly 9 months (don't do it). I know I need to switch advisors for my 401k but I don't want to have the conversation. Its also my CPAs son. Kids are starting to grasp money concepts much earlier than I did. They all have earned income, bank accounts and Roth IRAs and are budgeting monthly expenses. This month we will get them to start tracking net worth while its simple so they never go red and have to climb out like I did.

Comments