jbmil's Net Worth for December 2012


Assets Value Change ($) Change (%)
Cash $80,196 $2,117 2.71%
Stocks $91,799 $2,482 2.78%
Bonds $0 - -
Annuities $0 - -
Retirement $297,075 $8,538 2.96%
Home $654,000 - -
Other Real Estate $0 - -
Cars $24,000 ($1,000) (4.00%)
Personal Property $0 - -
Other $3,449 $391 12.79%
$1,150,519 $12,528 1.10%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $390,068 ($1,644) (0.42%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $390,068 ($1,644) (0.42%)
Net Worth $760,451 $14,172 1.90%
*All values shown in USD ($)
Notes:
Looking good at the end of the year. Started accelerating mortgage payoff, adding 1K to payments which will cut to about terms of 15 year. Still not certain this is the best plan of attack, but as long as we are still saving considerably this should be good. Goals in the next year is to get to 200K in the bank, while continuing to payoff mortgage with the extra payment. We are 10 months away from this goal at current rate of saving! Discounting any investment changes, 20K against mortgage next year, 31K savings, 8K tax refund & 26K towards 401K should be + 85K next year at this time. Last years prediction was correct of over 750K NW, next year should be over 840K net worth (

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