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proud2bfrugal's
Net Worth for August 2014
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Assets
Value
Change ($)
Change (%)
Cash
$167,000
($4,000)
(2.34%)
Stocks
$75,000
$5,000
7.14%
Bonds
$17,000
-
-
Annuities
$0
-
-
Retirement
$1,186,000
$9,000
0.76%
Home
$350,000
-
-
Other Real Estate
$0
-
-
Cars
$30,000
-
-
Personal Property
$5,000
-
-
Other Assets
$3,000
-
-
Total Assets
$1,833,000
$10,000
0.55%
Debts
Value
Change ($)
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
$1,833,000
$10,000
0.55%
*
All values shown in USD ($)
Notes:
Stock market still doing well so retirement plans are about 6% ROI YTD. Still maximimizing 401k contribs as well as saving as much cash as possible for our 'freedom fund' - $4K/month. Other is cash value of term and whole life insurance policies.
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