JANUARY 2023
SAVINGS Savings includes half of joint IP bank account All other bank accounts of mine plus all of the joint working account Plus all cash on hand $81600
STOCKS Stocks is holdings (and any cash in broker accounts) with all broker accounts (mine and wife - even though hers is only for her not us) $104500
Bonds: Bonds figure is now in NEW Rental Bond (discovered can modify fields!) $2200 to return once in House and stop renting
Property:
IP
Apartment: $600K value Half only applies ie $300K Mortgage is actually only $266K so $133K each Soon to be reduced to $130K each
HOUSE
House Build: Deposit/Payments to Builder for House Build = $286000 now After spend on furnishing will count some of the value of these (then) as Personal Property Land: Settled - Owned Outright Latest 400m2 vacant land Sales indicate $450K
Mortgage: $127800 now - finally started the mortgage (will expand to $280000)
When House completed will simply have $280000 mortgage (or less if Inna puts in but I will then have other debt to her) And House to be market valued - probably around $900K
Because lots of new furniture/appliances - will then count the value of personal property at sale price
Probably continue to not count cars? |