patatty's Net Worth for February 2020


Assets Value Change ($) Change (%)
Cash $256,945 $5,532 2.20%
Stocks $8,951 $291 3.36%
Bonds $0 - -
Annuities $0 - -
Retirement $311,023 $27,226 9.59%
Home $0 - -
Other Real Estate $0 - -
Cars $17,500 - -
Personal Property $1,722 ($2,681) (60.89%)
Other Assets $13,344 ($991) (6.91%)
$609,485 $29,377 5.06%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $0 - -
Net Worth $609,485 $29,377 5.06%
*All values shown in USD ($)
Notes:
Other Assets is 529 account. Need to cut down on spending.

Comments

2/28/2020 8:23:17 AM patatty
Got a $25k profit sharing match in my 401k this month, so that helped us cross over the $600k mark. Woohoo! Unfortunately, it looks like we also under-withheld taxes by about $25k too. :(