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): $64,859
NT's Roth IRA: $28,363
AS's trad. IRA: $19,113
AS's Roth IRA: $47,581
AS's SEP IRA: $25,285
CJ's 401(k): $129,506
CJ's Roth IRA: $32,353
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: $1,050,558
US Mortgage $387,549
Loan from friends (duplex) $9,000
UK Mortgage 1 $32,488
UK Mortgage 2 $6,849
UK Mortgage 3 $7,211
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TOTAL DEBT $443,097
Current Estimated Net Worth: $607,461
April 2018 estimate: $607,337
Change in net worth: +$124
Summary: This paltry increase in net worth is due to paying off nearly $1K in debt. Most of our retirement accounts lost a small amount of value this month.
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.
June 2018 net worth update
July 5th, 2018 at 10:10 pm