proud2bfrugal's Net Worth for March 2017


Assets Value Change ($) Change (%)
Cash $244,000 $27,000 12.44%
Stocks $128,000 $18,000 16.36%
Bonds $51,000 $16,000 45.71%
Annuities $0 - -
Retirement $1,526,000 $174,000 12.87%
Home $400,000 $15,000 3.90%
Other Real Estate $0 - -
Cars $20,000 ($3,000) (13.04%)
Personal Property $5,000 - -
Other Assets $3,000 - -
$2,377,000 $247,000 11.60%
 
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 $2,377,000 $247,000 11.60%
*All values shown in USD ($)
Notes:
Stock market returns boosting our retirement plan value, and some investments, though we are moving more into bonds as we age. 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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