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November 2017 net worth update

November 30th, 2017 at 08:49 am

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): $60,003
NT's Roth IRA: $23,824
AS's trad. IRA: $18,807
AS's Roth IRA: $44,069
AS's SEP IRA: $19,484
CJ's 401(k): $120,918
CJ's Roth IRA: $29,162
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: $1,019,765

US Mortgage $392,556
Loan from friends (duplex) $9,000
UK Mortgage 1 $33,751
UK Mortgage 2 $7,115
UK Mortgage 3 $7,493
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TOTAL DEBT $449,915

Current Estimated Net Worth: $569,850

October 2017 estimate: $561,332

Change in net worth: +$8,518

Summary: Not as huge a jump as the previous two months, but still good. And, we got our debt below $450K! That means the only financial goals we haven't reached this year are getting NT's 401(k) up to 10% and getting our net worth above $600K. (And refinancing the duplex, which turned out to not be a good option.)

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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