kinless' Net Worth for October 2018


Assets Value Change ($) Change (%)
Cash $118,403 $1,904 1.63%
Stocks $0 - -
Bonds $0 - -
Annuities $7,036 $57 0.82%
Retirement $135,927 ($3,393) (2.44%)
Home $600,500 $3,000 0.50%
Other Real Estate $0 - -
Cars $2,100 - -
Personal Property $17,700 - -
Other $1,898 $65 3.55%
$883,564 $1,633 0.19%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $265,651 ($649) (0.24%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $854 ($432) (33.59%)
Car Loans $0 - -
Other $0 - -
Total Debts $266,505 ($1,081) (0.40%)
Net Worth $617,059 $2,714 0.44%
*All values shown in USD ($)
Notes:
Stocks and mutual funds took a sizable hit for October, but thanks to a month-end uptick, it didn't turn out as dismal as feared. I still have my newly SEP-converted cash sitting in a core fund which hardly receives any interest but at least it didn't lose value. Of course I'm trying to time getting into some funds at a low point, which could come after the election, or maybe not. Who knows, it's a gamble either way.

But I'm going to have to do it in the next few weeks regardless. Prospects for a 6-figure income this year are looking very good indeed, which is going to sock me in taxes if I don't get crafty and start making those contributions. I'm on track to put away over 10% for the first time. I know that's hardly enough for a decent retirement strategy, but I plan to move it up to 12% next year, and hopefully get an incremental pattern going. Hopefully.

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