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July 2017 net worth update

August 1st, 2017 at 05:36 am

Assets:
NT's UK pensions:
AV: 17,967 pounds ($22,459)
SW: 20,398 pounds ($25,497)
FL: 6,462 pounds ($8,078)
NT's 401(k): $54,953
NT's Roth IRA: $21,137
AS's trad. IRA: $17,813
AS's Roth IRA: $40,273
AS's SEP IRA: $17,199
CJ's 401(k): $111,841
CJ's Roth IRA: $24,858
NT's flat: $212,500 (200,000 pounds value x1.25 -15%)
CJ/NT/AS house: $427,281 ($454,554 value -6%)
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Total Assets: $983,889

Debts:
US Mortgage $395,372
Loan from friends (duplex) $9,000
UK Mortgage 1 $34,480
UK Mortgage 2 $7,269
UK Mortgage 3 $7,654
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TOTAL DEBT $453,775

Current Estimated Net Worth: $530,114

June 2017 estimate: $520,071

Change in net worth: +$10,043

Summary: Pretty good month! Steadily working toward the million-dollar mark on assets. That seems within reach. It's unlikely we'll get to $600K in net worth this year; even if every month was as good as this one we'd still be about $20K short.

Notes on the numbers above: House value estimates are approximate. (I do have my eye on a comparable listing for the UK flat, but it's been on the market a long time.) UK pension values updated about once a year. UK asset values and debt amounts are calculated figuring $1.25 for every British pound.

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