retireby50's Net Worth for November 2019


Assets Value Change ($) Change (%)
Cash $25,858 ($71) (0.27%)
Stocks $73,334 $2,140 3.01%
Bonds $0 - -
Annuities $0 - -
Retirement $282,869 $6,956 2.52%
Home $0 - -
Other Real Estate $0 - -
Cars $7,500 - -
Personal Property $0 - -
Other Assets $34,528 $2,249 6.97%
$424,089 $11,274 2.73%
 
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 $424,089 $11,274 2.73%
*All values shown in USD ($)
Notes:
As we head towards the end of the year, I am very happy with where I am at financially.

I haven't traveled as much as I would like, but I have over $12k in cash available to start traveling when my schedule permits.

The good thing is that I will complete my personal savings back payment by 2020.

Goals over the next couple of months:
a. Find investment vehicle for mom's savings account that I am building (currently at $5,600; saving $500/month)
b. Find account for long term savings. I am of the mindset that I would like to have two "pots" for my savings. One where I retain my money market account at $20k, which will form my emergency nest egg. The second account will be in a slightly more riskier fund (50/50 stocks/bond acct?) and will contain my long term emergency fund, which I would like to grow to $80k+. By doing this, I feel that most of my emergency fund will grow to at least match with inflation over the years.

Of the other assets, $27,747 is in my personal savings. 6,781 euro is in my European accounts.

Maxed my IRA for 2019.

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