kinless' Net Worth for January 2024

Assets Value Change ($) Change (%)
Cash $106,441 ($9,034) (7.82%)
ULI Total Value $11,151 $6 0.05%
Retirement $331,676 $18,347 5.86%
Home $800,000 $5,000 0.63%
Other Real Estate $463,000 $1,000 0.22%
Cars $2,100 - -
Personal Property $23,000 $1,000 4.55%
Other Assets $110 - -
$1,737,478 $16,319 0.95%
Debts Value Change ($) Change (%)
Home Mortgage(s) $211,164 ($836) (0.39%)
Other Mortgage(s) $241,500 ($500) (0.21%)
Credit Cards $635 $635 -
Car Loans $0 - -
Other Debts $35,000 - -
Total Debts $488,299 ($701) (0.14%)
Net Worth $1,249,179 $17,020 1.38%
*All values shown in USD ($)
Well that was a nice pop to start off the new year. Didn't expect the markets to advance like they have, but who's complaining? It brings me within inches of another milestone: $1.25 million

I was able to lump sum the max to Roth IRA and HSA accounts on Jan 1, plus a little extra to the Brokerage. I will further add to that in March when finalizing max 2023 contributions to the SEP IRA. Unfortunately, even with such deductions, preliminary figures show a tax due around $1,000. I have to blame that on the annual TV show residuals I receive since taxes are not withheld. But I can't complain a whole bunch as 2023 brought in a record high gross income, albeit not by much.

Expenses were kept as light as possible, although I did have to pitch in for a new amplifier to power my workstation audio, plus I've been having to draw down from my legacy HSA covering some Physical Therapy to improve a bit of frozen shoulder. I'm itching for some updated electronic toys but I'm trying to be good and stay content with what I have for now. The anticipated larger expenses won't begin until the back half of 2024 and into 2025. Most of the funds are there, ready and waiting, but I have to make sure not to be reckless in the meantime.

Can this positive trend continue? More to come!