mdv1984's Net Worth for July 2015


Assets Value Change ($) Change (%)
Cash $57,791 $2,128 3.82%
Stocks $24,091 ($417) (1.70%)
Bonds $6,518 ($67) (1.02%)
Annuities $0 - -
Retirement $170,803 ($1,732) (1.00%)
Home $138,445 $120 0.09%
Other Real Estate $0 - -
Cars $6,662 $3,662 122.07%
Personal Property $0 - -
Other $42,978 ($864) (1.97%)
$447,288 $2,830 0.64%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $95,203 ($173) (0.18%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $95,203 ($173) (0.18%)
Net Worth $352,085 $3,003 0.86%
*All values shown in USD ($)
Notes:
For the month of June there was a lot of money shifting going on. I increased my insurance payments to cover my wife and son, health, dental, life, etc. There are also a lot of additional expenses of becoming we, but it's worth it though. :) In June, my wife passed her nursing exam and her student loan payments will start shortly. Also, new expenses include childcare and a higher food bill. To cover these expenses we decided to reduce, but not eliminate, our retirement savings to help start us out on the right path. Later this summer I'm confident my wife will have a nursing job that she'll love, and we will have a big boost to our income. I can't wait for the next few months of excitement! Retirement account % peak 5/21/2013: $116,869.54 Retirement account $ peak 6/23/2015: $175,660.33 TSP: $170,802.66 Roth IRA: $42,978.01 VTSMX: $0 VBMFX: $0 December 31, 2015 goals: Cash >= $50000 Taxable Stocks/Bonds>= $28691 Roth IRA >= $42000 Retirement >= $175000 Networth >= $350000 Debt: house debt only Ohio State Football: Back-to-Back National Champions!

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