girlnextdoor's Net Worth for April 2021

Assets Value Change ($) Change (%)
Cash $48,073 $10,270 27.17%
Stocks $49,006 $2,820 6.11%
Bonds $0 - -
Annuities $0 - -
Retirement $640,053 ($4,439) (0.69%)
Home $279,863 $16,135 6.12%
Other Real Estate $0 - -
Cars $4,009 $79 2.01%
Personal Property $15,750 - -
Other Assets $0 - -
$1,036,754 $24,865 2.46%
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $0 - -
Net Worth $1,036,754 $24,865 2.46%
*All values shown in USD ($)
What a crazy month.

+4000 tax return + second stimulus (never received it so was credited on tax return)

+4200 third stimulus

+5500 bonus (net)

+3500ish profit sharing

+700 RSUs vesting

-20000 in old retirement acct ... not a true loss, but was trying to find any fees associated with husband's retirement acct from a job he left ~5 years ago, and realized that $14k (+ gains) was not vested when he left. I was just using the total number on the front page, but have updated that now. We'll probably roll it over somewhere else eventually .... haven't yet because it's doing fine, so no rush.


4/1/2021 9:55:27 AM girlnextdoor
Child tax credit means this year (assuming all goes well w/ baby #2 due in July), we'll get 3600x2 kiddos under 6. Since half of that can be received monthly July - Dec, we can use that to supplement during the unpaid portion of my maternity leave. We're also going to need a new car (our Honda Fit is going to be a tight squeeze for husband with two car seats in the back, no where for him to sit up front comfortably). Current plan is a 2-3 yr old full size car or small SUV, target price range $20-$25k that we'll buy with cash in May or June. Hospital expenses will also be more this time, as last time we had a PPO and now we have HDHP. Planning to cash flow and leave $$ in the HSA, unless something crazy happens.
4/1/2021 9:55:59 AM girlnextdoor
Also, this is the first year I've ever done a rough monthly budget for the whole year, since numbers are so weird between stimulus, tax credit changes, maternity leave, and big expenses. Trying to decide when the best timing will be for expenses that aren't (as) time-bound, like Roth and 529 contributions.
4/1/2021 1:43:46 PM labangel
Congrats on the year-long budget, I'm sure that planning will help you stay on top of expenses in the later half of the year. Good luck for July!