Assets:
NT's UK pensions: 12,663 pounds ($25,326)
14,721 pounds ($29,442)
NT's 401(k): $8,241
AS's 403(b): $3,300
AS's IRA: $1,682
AS's 401(k): $507
CJ's 401(k): $31,744
NT's flat: 130,000 pounds ($260,000)
CJ & AS's condo: $160,000
Baby/emergency fund (shared asset): $8,431
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Total Assets: $528,673
Total Debt: $365,100
Current Estimated Net Worth: $163,573
May 2010 estimate: $151,034
Change in net worth: +$12,539
Summary: My 401(k) lost $1 in value (which means it lost more like $300 since I also made contributions). What an annoying figure! LOL.
You may notice a kind of huge leap in net worth. Well, for one of NT's UK retirement plans that I hadn't updated in years, I finally looked at a statement and tried to ascertain the current value. It was about US $10,000 higher. We also paid off some debt and made small gains in other areas, i.e., the EF and some of the U.S. retirement accounts.
I will update my "Individual Net Worth" page shortly so you can see how it breaks out.
Notes on the numbers above: House value estimates are fairly conservative. I don't have a way to check NT's UK pensions or flat value, so their values stay static for the purpose of this update (unless I happen to get some info by chance). UK asset values and debt amounts are calculated figuring $2 for every British pound, which was the exchange rate when I started keeping track. I maintain that ratio for the purpose of tracking progress, even though the exchange rate is now closer to $1.60 per British pound.
June 2010 net worth update
June 23rd, 2010 at 05:44 pm