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Home > June 2015 net worth (starting new schedule)

June 2015 net worth (starting new schedule)

July 4th, 2015 at 12:06 pm

I've decided to update net worth at the end of each month instead of mid-Month. I only started that schedule randomly. It makes more sense to do it this way! I'm a couple days late on it; next month I'll try to do it Aug. 1 or thereabouts.

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): $36,967
NT's Roth IRA: $7,673
AS's trad. IRA: $15,258
AS's Roth IRA: $22,625
AS's SEP IRA: $4,082
CJ's 401(k): $83,166
CJ's Roth IRA: $7,673
NT's flat: 180,000 pounds ($288,000)
CJ/NT/AS house: $440,000
Total Assets: $972,736

Total Debt: $487,650

Current Estimated Net Worth: $485,086

Last estimate (mid-June): $420,169

Change in net worth: +$64,917

Summary: Even more awesome change in net worth! Our retirement accounts stagnated, but we got an update on NT's flat's value. Similar units are now selling at 200,000 pounds! I decided to shave 10% off that value for the purposes of the net worth, since it would cost something if we decided to sell it. Even with taking off 10%, our net worth still increased nearly $65K, and our assets are approaching $1M at a good clip.

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.

3 Responses to “June 2015 net worth (starting new schedule)”

  1. FrugalTexan75 Says:

    Great update!

  2. rob62521 Says:

    Good job on the update and you are on the positive side which is good too!

  3. bluesfemme Says:

    Glad about the flat higher value - and I do the same with knocking a percentage off for net worth. Haven't done one in four months though as still haven't set the computer up in the new place and as I never sorted out how to use google docs the xls is only available there :-(

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