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August 2016 net worth update

August 31st, 2016 at 12:23 pm

Assets:
NT's UK pensions:
#1: 17,105 pounds ($25,658)
#2: 20,501 pounds ($30,752)
#3: 5,523 pounds ($8,284)
NT's 401(k): $44,856
NT's Roth IRA: $10,436
AS's trad. IRA: $15,685
AS's Roth IRA: $29,931
AS's SEP IRA: $9,735
CJ's 401(k): $93,312
CJ's Roth IRA: $16,369
NT's flat: 180,000 pounds ($270,000)
CJ/NT/AS house: $470,000 (value -6%)
---
Total Assets: $1,025,018

Debts:
US Mortgage (duplex) $402,949
Loan from friends (duplex) $9,000
UK Mortgage 1: $43,766
UK Mortgage 2: $9,225
UK Mortgage 3: $9,716
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Total Debt: $474,656

Current Estimated Net Worth: $550,362

July 2016 estimate: $543,746

Change in net worth: +$6,616

Summary: No huge gains anywhere but we contributed over $3K to retirement and paid off nearly $1K of debt, so we saw a nice bump.

Notes on the numbers above: House value estimates are approximate. UK pension values updated about once a year. UK asset values and debt amounts are calculated figuring $1.50 for every British pound.

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