labangel's Net Worth for February 2017


Assets Value Change ($) Change (%)
Cash $20,129 $4,842 31.67%
Stocks $22,499 $1,197 5.62%
Bonds $500 - -
Annuities $0 - -
Retirement $82,244 $4,249 5.45%
Home $0 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other $250 - -
$125,622 $10,288 8.92%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $2,405 $1,316 120.84%
Car Loans $5,316 ($313) (5.56%)
Other $0 - -
Total Debts $7,721 $1,003 14.93%
Net Worth $117,901 $9,285 8.55%
*All values shown in USD ($)
Notes:
02/28/17
I'm late in making my entry this month. There is a lot going on. I quit my previous job and travelled to visit my college friend over a weekend and stay with my parents for a week. I am so happy I got this time with my family, I didn't spend so much time actually with family the last time I travelled to my parents'. I also got sick while at my parents' and had to fly back while sick on Presidents Day with my flight getting delayed. I started a new job a week ago.

Money-wise too, lots going on. I got a tax refund check from filing a 2015 tax return amendment. My previous company paid me for accrued vacation so my last paycheck was extra large. With two roommates having moved out recently, I bought a dining set and will buy a microwave, desk, and maybe a sofa.
According to my W2, I made too much money last year to make a full Roth IRA contribution. I submitted the excess contribution withdrawal form to my brokerage and will get a check in the mail soon. The Retirement number above will decrease and my cash will increase in the near future. Also I used my credit card to pay for 6 months of car insurance so that number is abnormally large just now. My car insurance rate did go down a little since I turned 25, but I really should shop around for a cheaper plan with a good company.

Cash - bank accts
Stocks - total worth of my taxable investment accts, this includes some cash
Bonds - I need to find the bonds I got as a child as gifts or prize winnings. For right now I am valuing them at $500.
Retirement - Roth accts
Cars and Personal Property - I am not going to count these.
Other Assets - $250 Rollover IRA from my internship. I'm not sure if it is taxable.

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