cdedbdwings' Net Worth for July 2023


Assets Value Change ($) Change (%)
Cash $92,429 $8,410 10.01%
Stocks $219,596 $8,784 4.17%
Bonds $220,712 ($4,103) (1.83%)
Annuities $0 - -
Retirement $1,003,900 $39,024 4.04%
Home $350,000 - -
Other Real Estate $202,500 - -
Cars $97,000 - -
Personal Property $20,000 - -
Other Assets $83,000 - -
$2,289,137 $52,115 2.33%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $89,031 ($1,020) (1.13%)
Student Loans $0 - -
Credit Cards $11,226 $6,807 154.04%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $100,257 $5,787 6.13%
Net Worth $2,188,880 $46,328 2.16%
*All values shown in USD ($)
Notes:
We were in Lanesboro quite a bit this month with a trip to California at the end of the month to see our new granddaughter, Madison Ann and also visit Marty and Amanda and see their new house and Jeff's Pacifica restaurant and redo of Alderwood and celebrate having my last client on July 27, 2023. Hung out with Cindi and Craig and Woody and Sue Roland in Lanesboro and hosted Brandon and Philly's family with a float down the river with Sean, Emilie and Kesley. Brandon's brought a friend with Lydia from Austin, MN all for a BD party for MS' 70th and also for Brandon. 2 Trips to Winona. Trip to Califonia via MSP. Met Madison for the first tme. So fun to see her and see Mary Sue's reaction. I bought a guitar (Martin D-28 for $3,600) for Marty. A very nice gift, but I rarely see him and can do nice things for him. Taught him some guitar. Ate at Jeff's Alderwoods (Pacific and Alderwood with Linda) and Jeff came to M & A and we played guitar. Gave Marty guitar lessons.

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