Net Worth

 Holy Cow! We had a $118,448 increase in Net Worth in one Month!

Mostly this was due to selling our inherited paid off house. With the proceeds we paid off some student loans, bumped up our stock portfolios, stashed… just check out this post if you want to see the glory(sic) details.



Total Assets: $2,036,953 up + $ 71,217 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


Total Liabilities;$483,808 down – $47,271 from last month

Mortgage on House; Bought in 2005 Interest 3.75%

Mortgage 2nd Home; Bought in 2012 Interest 3.5%

Student Loan (killed off DW’s loan, only 1 left now!); Law school sucks

HELOC; Current APR 3.49%

TOTAL NET WORTH $1,553,145

If you are a NET WORTH JUNKIE, be sure and look at our 10 Year Net Worth History.

6 thoughts on “Net Worth

  1. Wow, that’s quite an amazing portfolio! Such tremendous progress you’ve made over 10 years. I like your use of over half a million of non-callable debt at low interest rates as leverage to grow your net worth faster. I wonder what is your asset allocation in your retirement accounts?

    • I actually have a good chunk of it in a Target Date retirement fund. In general, I keep my wife’s TSP on the conservative side with over half in bonds/gov. securities. My retirement, the 401k’s, I invest like a person 10 years younger than myself, heavy on stocks.

  2. Pingback: Measuring and Tracking your Financial Progress - Shnugi

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