misslala's Net Worth for May 2015


Assets Value Change ($) Change (%)
Cash $135,880 $9,471 7.49%
Stocks $16,887 $214 1.28%
Bonds $29,803 ($446) (1.47%)
Annuities $0 - -
Retirement $287,383 $3,084 1.08%
Home $860,000 - -
Other Real Estate $650,000 - -
Cars $17,500 - -
Personal Property $0 - -
Other $0 - -
$1,997,453 $12,323 0.62%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $642,249 ($1,120) (0.17%)
Other Mortgage(s) $494,592 ($696) (0.14%)
Student Loans $36,228 ($228) (0.63%)
Credit Cards $0 - -
Car Loans $9,111 ($259) (2.76%)
Other $0 - -
Total Debts $1,182,180 ($2,303) (0.19%)
Net Worth $815,273 $14,626 1.83%
*All values shown in USD ($)
Notes:
Goal for year end 2015 is $880,000. We need an increase of $11794 per month in order for this to happen. There is no bonus this year, so this will be quite difficult. After January we need an increase of $12567 per month to meet our goal. After February we need an increase of 9602 monthly. Lofty, but possible. End of March, new goal....maintain balance. Husband was laid off and we hope to find a job that allows at least for subsistence living for a while. End of April - cutting costs hardcore, trying to stockpile before the income cuts off. End of May - Successful in cutting costs led to a better cash increase. Stock market was only so-so. Will be receiving small inheritance which will help the net worth number tremendously give the circumstances.

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