January Net Worth

This will be my first official post on this blog. For no other reason besides habit, I do my Monthly Net Worth updates around the 5th of the Month. Here is the one for January;

0117networth

0117assets

Total Assets; $1,930,67 up + $4,657 from last month

Accounts receivable, This is a business deal from 2014

Boat & Cars, Depreciating assets, but cars new in 2015

Real Estate Old House + 2nd home/vacation rental

Primary Residence

Retirement accounts; 2 people, 2 jobs each, 5 accounts total

Brokerage accounts; 2 taxable stock accounts

College Funds; Prepaid tuition and 529 accounts or 2 kids

Bonds; ‘I bonds’ bought through Treasury Direct

Cash & Metals; 6 accounts and a security deposit box

Health Savings Acct., Just started in 2015

0117liabilities

Total Liabilities; $540,272 down – $2,302 from last month

Mortgage on House; Bought in 2005 Interest 3.75%

Mortgage 2nd Home; Bought in 2012 Interest 3.5%

Student Loans; Law school sucks

HELOC; Current APR 3.49%

 

TOTAL NET WORTH     $1,390,405

Leave a Reply