kw506300's Net Worth for July 2024

Assets	Value	Change ($)	Change (%)
Cash	$2,478	($9,063)	(78.53%)
Stocks	$127,638	$1,502	1.19%
Bonds	$0	-	-
Annuities	$0	-	-
Retirement	$2,134,332	($2,342,508)	(52.33%)
Home	$1,523,527	-	-
Other Real Estate	$906,861	-	-
Cars	$60,600	($600)	(0.98%)
Personal Property	$0	-	-
Other Assets	$1,106,580	$2,160	0.20%
Pension	$2,210,211	$2,210,211	-
Roth IRA	$62,216	$62,216	-
529	$126,324	$126,324	-
Total Assets	$8,260,767	$50,242	0.61%

Debts	Value	Change ($)	Change (%)
Home Mortgage(s)	$731,828	($5,365)	(0.73%)
Other Mortgage(s)	$156,620	($1,399)	(0.89%)
Student Loans	$0	-	-
Credit Cards	$61,746	$9,709	18.66%
Car Loans	$45,942	($1,134)	(2.41%)
Other Debts	$597,100	-	-
Total Debts	$1,593,236	$1,811	0.11%
Net Worth	$6,667,531	$48,431	0.73%
^*All values shown in USD ($)

Notes:

Comments

8/19/2024 6:12:02 AM cbusguy
Curious as to how you valued your pension. I too will have a pension in five years when eligible… I only include the literal amount my beneficiaries would collect today if something happened to me when counting my net worth. I know this vastly underestimates the true value of my pension… when I retire in five years, my annual pension will be in the neighborhood of $150k. Reversing the 4% rule of thumb, that’s the equivalent of $3.75 million.

8/19/2024 6:12:02 AM cbusguy

Curious as to how you valued your pension. I too will have a pension in five years when eligible… I only include the literal amount my beneficiaries would collect today if something happened to me when counting my net worth. I know this vastly underestimates the true value of my pension… when I retire in five years, my annual pension will be in the neighborhood of $150k. Reversing the 4% rule of thumb, that’s the equivalent of $3.75 million.