proud2bfrugal's Net Worth for April 2024

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Assets	Value	Change ($)	Change (%)
Cash	$583,000	$171,117	41.55%
Stocks	$276,186	$36,186	15.08%
Bonds	$57,000	($14,000)	(19.72%)
Annuities	$0	-	-
Retirement	$2,827,833	$185,851	7.03%
Home	$660,000	$40,000	6.45%
Other Real Estate	$0	-	-
Cars	$42,000	$34,000	425.00%
Personal Property	$5,000	-	-
Other Assets	$8,000	-	-
Total Assets	$4,459,019	$453,154	11.31%

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	$4,459,019	$453,154	11.31%
^*All values shown in USD ($)

Notes:
First net worth calculation in 2 years! It's up about 11% since the tlast one. Need to get better at doing it at least annually. One boost is from a few inheritances my wife received, which is partially why our cash position is so high, until she decides what to do with it. My revenue from my part-time consulting business has been lower as I have shifted to focusing more on work that I enjoy vs. what pays the most. I only work about 20 hours a week. My retired wife is doing some part-time remote contract work for her former employer about 10 hours a week. High interest rates (around 5%) mean we are getting a decent return on cash holdings for the first time in many years. Retirement accounts continue to perform well with the market strong, and our house value has increased about 10% as well. Other assets include cash value of insurance policies, and the balance of a medical reimbursement account from a former employer.

Notes:

First net worth calculation in 2 years! It's up about 11% since the tlast one. Need to get better at doing it at least annually. One boost is from a few inheritances my wife received, which is partially why our cash position is so high, until she decides what to do with it. My revenue from my part-time consulting business has been lower as I have shifted to focusing more on work that I enjoy vs. what pays the most. I only work about 20 hours a week. My retired wife is doing some part-time remote contract work for her former employer about 10 hours a week. High interest rates (around 5%) mean we are getting a decent return on cash holdings for the first time in many years. Retirement accounts continue to perform well with the market strong, and our house value has increased about 10% as well. Other assets include cash value of insurance policies, and the balance of a medical reimbursement account from a former employer.

Comments

4/7/2024 7:30:47 AM proud2bfrugal
First net worth calculation in 2 years! It's up about 10% since the tlast one. Need to get better at doing it at least annually. One boost is from a few inheritances my wife received, which is partially why our cash position is so high, until she decides what to do with it. My revenue from my part-time consulting business has been lower as I have shifted to focusing more on work that I enjoy vs. what pays the most. I only work about 20 hours a week. My retired wife is doing some part-time remote contract work for her former employer about 10 hours a week. High interest rates (around 5%) mean we are getting a decent return on cash holdings for the first time in many years. Retirement accounts continue to perform well with the market strong, and our house value has increased about 10% as well. Other assets include cash value of insurance policies, and the balance of a medical reimbursement account from a former employer.

4/7/2024 7:30:47 AM proud2bfrugal

First net worth calculation in 2 years! It's up about 10% since the tlast one. Need to get better at doing it at least annually. One boost is from a few inheritances my wife received, which is partially why our cash position is so high, until she decides what to do with it. My revenue from my part-time consulting business has been lower as I have shifted to focusing more on work that I enjoy vs. what pays the most. I only work about 20 hours a week. My retired wife is doing some part-time remote contract work for her former employer about 10 hours a week. High interest rates (around 5%) mean we are getting a decent return on cash holdings for the first time in many years. Retirement accounts continue to perform well with the market strong, and our house value has increased about 10% as well. Other assets include cash value of insurance policies, and the balance of a medical reimbursement account from a former employer.