mr21's Net Worth for May 2018


Assets Value Change ($) Change (%)
Cash $101,390 ($8,130) (7.42%)
Stocks $80,224 $410 0.51%
Bonds $0 - -
Annuities $239,491 $20,820 9.52%
Retirement $646,265 $11,338 1.79%
Home $0 - -
Other Real Estate $0 - -
Cars $22,476 - -
Personal Property $0 - -
Other $52,997 $190 0.36%
$1,142,843 $24,628 2.20%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $0 - -
Net Worth $1,142,843 $24,628 2.20%
*All values shown in USD ($)
Notes:
Annuities = pension plans w/2% COLA (total contributions, updated annually)Retirement = 401K, 457b, Roth IRAOther Assets = 529 college savings planCar value = KBB.com (private party, updated quarterly)

Comments

5/12/2018 7:05:25 PM mr21
updated pension balances ("Annuities")