cdedbdwings' Net Worth for October 2023


Assets Value Change ($) Change (%)
Cash $198,512 ($153,167) (43.55%)
Stocks $184,624 $1,521 0.83%
Bonds $208,372 ($4,114) (1.94%)
Annuities $0 - -
Retirement $463,301 ($244,957) (34.59%)
Home $350,000 - -
Other Real Estate $202,500 - -
Cars $97,000 - -
Personal Property $20,000 - -
Other Assets $435,000 $352,000 424.10%
$2,159,309 ($48,717) (2.21%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $85,947 ($1,011) (1.16%)
Student Loans $0 - -
Credit Cards $3,527 ($70) (1.95%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $89,474 ($1,081) (1.19%)
Net Worth $2,069,835 ($47,636) (2.25%)
*All values shown in USD ($)
Notes:
We paid for the cabin on the 5th of October and used Erickson Inheritance which was in $31,000 from Morgan Stanley and the rest from MS' retirement at Fidelity and Edward Jones both from her work at Iowa Heart. The total price we paid reflected in "Other Assets" is $435,000. We sold the tiny house at Eagle Cliff for $83,000. We made two trips to the cabin at Crosslake to bring things there and get things set up. We also had a family reunion sans Jeff and Linda and also including Cassi's family at a cabin in Forest Lake, MN, so our family could meet Maddie. She was very popular! DOW is -.7 for the year and off 1.4% for October. We gave $15,000 to church as we hadn't been there very often, this came out of our Edward Jones donation account from my IRA.

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