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October 2017 net worth update

November 1st, 2017 at 02:29 pm

Assets:
NT's UK pensions:
AV: 17,967 pounds ($22,459)
SW: 26,544 pounds ($33,180)
FL: 6,462 pounds ($8,078)
NT's 401(k): $58,806
NT's Roth IRA: $23,454
AS's trad. IRA: $18,537
AS's Roth IRA: $43,401
AS's SEP IRA: $19,182
CJ's 401(k): $118,001
CJ's Roth IRA: $27,337
NT's flat: $212,500 (200,000 pounds value x1.25 -15%)
CJ/NT/AS house: $427,281 ($454,554 value -6%)
---
TOTAL ASSETS: $1,012,216

Debts:
US Mortgage $393,263
Loan from friends (duplex) $9,000
UK Mortgage 1 $33,934
UK Mortgage 2 $7,154
UK Mortgage 3 $7,533
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TOTAL DEBT $450,884

Current Estimated Net Worth: $561,332

September 2017 estimate: $546,722

Change in net worth: +$14,610

Summary: We somehow surpassed last month's progress this month! One of NT's pension values went up more than I'd thought, so that was a big help. We're now safely past the $1 million mark for assets! Since I know we're not getting to $600K in net worth, it's nice we hit one more of our other goals! We should hit the debt-below-$450K mark once I check our debt payments for November. Sweet!

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.

3 Responses to “October 2017 net worth update”

  1. Rachael777 Says:

    exciting stuff!!

  2. Amber Says:

    That's awesome

  3. rob62521 Says:

    Way to go...seeing an increase in your net worth. That is always thrilling!

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