cdedbdwings' Net Worth for April 2021


Assets Value Change ($) Change (%)
Cash $92,370 ($414) (0.45%)
Stocks $228,822 $30,014 15.10%
Bonds $113,750 ($250) (0.22%)
Annuities $0 - -
Retirement $1,050,631 $21,266 2.07%
Home $300,000 - -
Other Real Estate $154,000 - -
Cars $50,000 - -
Personal Property $20,000 - -
Other Assets $0 - -
$2,009,573 $50,616 2.58%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $117,068 ($1,470) (1.24%)
Student Loans $0 - -
Credit Cards $0 ($4,500) -
Car Loans $0 ($28,610) -
Other Debts $0 - -
Total Debts $117,068 ($34,580) (22.80%)
Net Worth $1,892,505 $85,196 4.71%
*All values shown in USD ($)
Notes:
I had to pay $6265 for 2020 taxes and pay 2500 est tax for 2021. The company paid Brandon $5038 Profit Sharing for last quarter, 2020 and first quarter, 2021. We earned too much last year so had to switch out $16000 of our Roth IRA and added it to our investments outside of retirement funds.
of IRA to Reg fund. We received a $700 refund for Mary Sue's drug - Humara. We paid off the last credit card for furnishings for the new office in CR - 2700 US Bank CC. We received a $2800 US Stimulus which we added to Emergency Savings. We received $4000 from the Erickson IRA. We visited Emilie one weekend in April to celebrate her birthday and went to a Twins Game. They lost to Pittsburgh 6-2. We also went over to Brandon and Philly's one weekend. Mary Sue's been struggling with sinus congestion and often is up some of the night because she's having trouble breathing. She finally went to an ENT doctor in West Des Moines and she's going to do testing for allergies and a CAT scan, etc.

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