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June 2015 net worth update

June 16th, 2015 at 05:12 pm

Assets:
NT's UK pensions:
#1: 17,105 pounds ($27,368)
#2: 20,501 pounds ($32,801)
#3: 4,452 pounds ($7,123)
NT's 401(k): $36,894
NT's Roth IRA: $7,705
AS's trad. IRA: $15,316
AS's Roth IRA: $22,728
AS's SEP IRA: $4,099
CJ's 401(k): $83,051
CJ's Roth IRA: $7,705
NT's flat: 140,000 pounds ($224,000)
CJ/NT/AS house: $440,000
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Total Assets: $908,790

Total Debt: $488,621

Current Estimated Net Worth: $420,169

May 2015 estimate: $381,007

Change in net worth: +$39,162

Summary: Awesome change in net worth, though it could have been even better. I started a new retirement account for AS with nearly $4100 in it and added $1800 to her Roth as well as my and NT's regular 401(k) contributions, but we lost over $3000 total among our other retirement account values. We paid off over $39,000 of debt, but also added over $3000 of debt to the duplex mortgage when we refinanced.

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.

2 Responses to “June 2015 net worth update”

  1. bluesfemme Says:
    1434473989

    A great post to go along with the first - congrats! And I think you'd be pleasantly surprised about the value of NT's flat - prices have been increasing over the past year.

  2. ceejay74 Says:
    1434640845

    Oh my gosh, you're right! His property manager just sent meeting notes from the property owners association meeting, and they estimate those 1-bedroom flats are now valued at 200,000! I may subtract 10% from that when I update the net worth next month (because it would cost us to actually divest the property), but even then it's going to be a big bump in NT's (and our) net worth.

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