retireby50's Net Worth for July 2022


Assets Value Change ($) Change (%)
Cash $11,158 $1,087 10.79%
Stocks $122,090 ($3,598) (2.86%)
Bonds $0 - -
Annuities $0 - -
Retirement $419,957 ($25,401) (5.70%)
Home $0 - -
Other Real Estate $0 - -
Cars $5,000 - -
Personal Property $0 - -
Other Assets $54,573 $1,000 1.87%
$612,778 ($26,912) (4.21%)
 
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 $612,778 ($26,912) (4.21%)
*All values shown in USD ($)
Notes:
No change to A and B below.

a. Find investment vehicle for mom's savings account that I am building (currently at $2,700)

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.

TSP site update is complete and data updated accordingly.

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