misslala's Net Worth for March 2016


Assets Value Change ($) Change (%)
Cash $269,748 $16,184 6.38%
Stocks $35,736 $4,350 13.86%
Bonds $44,289 $2,266 5.39%
Annuities $0 - -
Retirement $287,361 $21,385 8.04%
Home $0 - -
Other Real Estate $0 - -
Cars $22,000 - -
Personal Property $0 - -
Other $310,000 - -
$969,134 $44,185 4.78%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $33,924 ($231) (0.68%)
Credit Cards $0 - -
Car Loans $6,314 ($292) (4.42%)
Other $0 - -
Total Debts $40,238 ($523) (1.28%)
Net Worth $928,896 $44,708 5.06%
*All values shown in USD ($)
Notes:
End of year 2015 = ouch. Didn't make the $900k goal. Will be purchasing land and building a house starting in January, so strange numbers are on their way. Year end 2016 goal $985,000.000. Monthly increase needed $7942.25. End of January Amount needed per month to reach goal is now $9532. Woof. End of February: About to close on a construction loan, so bills are rising. Small, very small raise will kick in in April, but March should be a huge gain as a bonus and a tax refund are set to hit our accounts in the first two weeks. Monthly increase now needed to hit $985000 goal = 10,082. Highly unlikely. End of March: Bonus, tax refund are major contributors to the rise, along with the market recovery. Bills rising due to construction starting. Hitting the $985k goal will still be quite difficult. Monthly increase now needed for goal = $6233.78

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