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September 2017 net worth update

September 30th, 2017 at 08:01 pm

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): $57,675
NT's Roth IRA: $23,021
AS's trad. IRA: $18,211
AS's Roth IRA: $42,588
AS's SEP IRA: $18,828
CJ's 401(k): $115,601
CJ's Roth IRA: $26,832
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: $998,571

Debts:
US Mortgage $393,968
Loan from friends (duplex) $9,000
UK Mortgage 1 $34,116
UK Mortgage 2 $7,191
UK Mortgage 3 $7,574
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TOTAL DEBT $451,849

Current Estimated Net Worth: $546,722

August 2017 estimate: $532,149

Change in net worth: +$14,573

Summary: Holy cow, what a month! Last month I felt there was no way we'd get to the million-dollar mark on assets, but now it's definitely possible to do it in three more months. Since I know we're not getting to $600K in net worth, it's nice to think we might hit one more of our other goals!

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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