sustainablesavings' Net Worth for September 2008


Assets Value Change ($) Change (%)
Cash $118,655 $1,272 1.08%
Stocks $21,961 ($161) (0.73%)
Bonds $0 - -
Annuities $0 - -
Retirement $74,297 $1,493 2.05%
Home $0 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $0 - -
$214,913 $2,604 1.23%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $11,843 ($99) (0.83%)
Credit Cards $9,479 ($147) (1.53%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $21,322 ($246) (1.14%)
Net Worth $193,591 $2,850 1.49%
*All values shown in USD ($)
Notes:
Based on balances reflected online on 9/29. I'm noting this because this was the same day the house rejected the bailout bill (which is fine by me) but due to this action, the numbers look really different for 9/30. We will certainly exceed our goal of $145K net liquid savings (cash + stocks - credit card) by December, but only because my sister recently informed me that she intends to pay back the 10K I loaned her 5 years ago. Without that reimbursement, we may have been about 4K short, partially because I didn't account for Roth contributions to be made. I am already maxed out for the year, but my husband is not. Contributed 1.5K to husband's Roth this month. 3.5K to go before he is maxed out.

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