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): $37,674
NT's Roth IRA: $7,681
AS's trad. IRA: $15,288
AS's Roth IRA: $24,853
AS's SEP IRA: $4,086
CJ's 401(k): $84,017
CJ's Roth IRA: $7,681
NT's flat: 180,000 pounds ($288,000)
CJ/NT/AS house: $440,000
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Total Assets: $976,572
Total Debt: $487,650
Current Estimated Net Worth: $488,922
Last estimate (mid-June): $485,086
Change in net worth: +$3,836
Summary: Nice bump in net worth. Since I updated my net worth schedule and already noted July 1 debt repayment, the debt amount didn't change at all, so this is entirely retirement gains and new contributions. I would like to see our retirement account value increasing by $5K-$6K per month, but I'll take $3800 for now. I'll continue to get more aggressive about contributions as more money is freed up in our regular budget.
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.
July 2015 net worth update
July 31st, 2015 at 07:32 pm