proud2bfrugal's Net Worth for June 2015


Assets Value Change ($) Change (%)
Cash $167,000 - -
Stocks $73,000 ($2,000) (2.67%)
Bonds $44,000 $27,000 158.82%
Annuities $0 - -
Retirement $1,274,000 $88,000 7.42%
Home $350,000 - -
Other Real Estate $0 - -
Cars $30,000 - -
Personal Property $5,000 - -
Other Assets $3,000 - -
$1,946,000 $113,000 6.16%
 
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 $1,946,000 $113,000 6.16%
*All values shown in USD ($)
Notes:
Child has graduated college so no more tuition payments, yay! Retirement account ROI YTD is about 3%. 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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