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June 2014 net worth update

June 19th, 2014 at 09:03 pm

Assets:
NT's UK pensions:
#1: 17,105 pounds ($27,368)
#2: 19,653 pounds ($31,445)
#3: 4,452 pounds ($7,123)
NT's 401(k): $30,812
NT's Roth IRA: $7,327
AS's 401(k): $13,420
AS's trad. IRA: $1,682
AS's Roth IRA: $19,658
CJ's 401(k): $73,009
CJ's Roth IRA: $7,327
NT's flat: 140,000 pounds ($224,000)
CJ & AS's condo: $145,000
House down payment fund (shared): $26,285
---
Total Assets: $614,456

Total Debt: $238,459

Current Estimated Net Worth: $375,997

May 2014 estimate: $366,696

Change in net worth: +$9,301

Summary: Big growth again this month! Some of the increase is due to upward movement in our retirement funds; the rest because we've been saving aggressively for a home.

I included U.S. savings for a home in our assets, since the money will go toward our down payment on the new home, which will become an asset. I did not include our UK savings, because the UK flat's value listed above is contingent upon the renovations that will wipe out our UK savings.

I'll update the Individual Net Worth page shortly, breaking it out by person.

Notes on the numbers above: House value estimates are 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 $1.60 for every British pound.

Posted in Tracking Net Worth | 7 Comments »

7 Responses to “June 2014 net worth update”

  1. LivingAlmostLarge Says:
    June 20th, 2014 at 01:46 am 1403228814
    1403228814

    This is probably a stupid question but why are you a three adult household?

  2. ceejay74 Says:
    June 20th, 2014 at 02:02 am 1403229725
    1403229725

    LAL, we three are in a committed relationship.

  3. LivingAlmostLarge Says:
    June 21st, 2014 at 10:40 pm 1403390435
    1403390435

    Have you been a triad long? Do you a legal contract in place?

  4. ceejay74 Says:
    June 21st, 2014 at 11:05 pm 1403391914
    1403391914

    We three have been together since 2006 (AS and I since 1997). As legal as we can be ... We have healthcare directives, wills, three-parent adoption, and we're going to have all three names on the mortgage of the new home. Two of us (me and NT) are legally married.

  5. LivingAlmostLarge Says:
    June 22nd, 2014 at 02:18 am 1403403510
    1403403510

    I had no idea three parent adoption could occur. Why did you marry NT instead of AS since you've been together so long?

  6. ceejay74 Says:
    June 22nd, 2014 at 04:05 am 1403409918
    1403409918

    It was unprecedented (as far as our lawyer knew) in our state, but I've since connected with people who have done it in other states.

    We did it that way so NT could join us in the States.

  7. LivingAlmostLarge Says:
    July 2nd, 2014 at 01:39 am 1404265173
    1404265173

    Interesting. Wow. So what happens if you ever want to divorce?

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