ramrodbenchwood's Net Worth for March 2012


Assets Value Change ($) Change (%)
Cash $56,676 $4,608 8.85%
Stocks $13,390 $3,486 35.20%
Bonds $767 $234 43.90%
Annuities $0 - -
Retirement $252,248 $15,381 6.49%
Home $742,000 - -
Other Real Estate $0 - -
Cars $46,000 - -
Personal Property $0 - -
Other Assets $11,734 $675 6.10%
$1,122,815 $24,384 2.22%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $580,110 ($5,301) (0.91%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $25,817 ($4,016) (13.46%)
Other Debts $0 - -
Total Debts $605,927 ($9,317) (1.51%)
Net Worth $516,888 $33,701 6.97%
*All values shown in USD ($)
Notes:
OTHER = 529 College Plan We hit the $500K net worth mark!!! Received my profit sharing for 2011 - around $7300 dropped into my retirement account. Also had very large tax refunds ($10K fed, $2k NYState). It is a long story as to why this happened, but the bottom line is that I will no longer be making quarterly estimates to the fed or NY state. Used the refund windfall to beef up Cash, Stocks, Bonds, Retirement, Pay off my wife's car and paid $4k towards the mortgage.

Comments