sustainablesavings' Net Worth for January 2014


Assets Value Change ($) Change (%)
Cash $128,600 ($19,649) (13.25%)
Stocks $35,337 ($948) (2.61%)
Bonds $0 - -
Annuities $0 - -
Retirement $294,893 $5,490 1.90%
Home $0 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $31,170 $31,170 -
$490,000 $16,063 3.39%
 
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 $490,000 $16,063 3.39%
*All values shown in USD ($)
Notes:
Okay, so I moved 10K out of cash and into the kids' 529 accounts. The balances previously hadn't been recorded here. I'm not sure I should be including them, but anyway, I have. Maxed out both Roths this month, so that was another 11K shifting out of cash and into retirement funds. Goal for the new year is NW of $570K, and that's been adjusted up for the inclusion of the 529 balances, which are sitting in "Other Assets."

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