Assets:
NT's UK pensions:
#1: 13,884 pounds ($27,768)
#2: 16,005 pounds ($32,010)
#3: 3,709 pounds ($7,418)
NT's 401(k): $16,579
NT's Roth IRA: $4,118
AS's 401(k): $7,000
AS's trad. IRA: $1,682
AS's Roth IRA: $6,884
CJ's 401(k): $42,755
CJ's Roth IRA: $4,118
NT's flat: 130,000 pounds ($260,000)
CJ & AS's condo: $160,000
Baby/emergency fund (shared asset): $14,124
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Total Assets: $584,456
Total Debt: $309,845
Current Estimated Net Worth: $274,611
May 2012 estimate: $269,679
Change in net worth: +$4,932
Summary: Modest gains in all our retirement accounts and a modest amount of saving and debt repayment really add up! We're at about the halfway point of the year, and we're about halfway from our starting net worth ($250,418) to our goal net worth ($300,000). With parental leave more than half over, and hopefully the expensive repairs on the rental property out of the way, we should be able to meet our goal -- as long as the EU crisis doesn't completely tank our retirement accounts!
I will update my "Individual Net Worth" page shortly so you can see how it breaks out per person.
Notes on the numbers above: House value estimates are very approximate. 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 2012 net worth update
June 20th, 2012 at 06:18 pm
June 20th, 2012 at 11:43 pm 1340235798