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June 2011 net worth update

June 20th, 2011 at 02:16 pm

Assets:
NT's UK pensions:
#1: 13,753 pounds ($27,506)
#2: 16,005 pounds ($32,010)
#3: 3,709 pounds ($7,418)
NT's 401(k): $13,049
NT's Roth IRA: $3,419
AS's 401(k): $5,606
AS's trad. IRA: $1,682
AS's Roth IRA: $4,300
CJ's 401(k): $40,139
CJ's Roth IRA: $3,419
NT's flat: 130,000 pounds ($260,000)
CJ & AS's condo: $160,000
Baby/emergency fund (shared asset): $11,170
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Total Assets: $569,718

Total Debt: $339,777

Current Estimated Net Worth: $229,941

May 2011 estimate: $229,657

Change in net worth: +$284

Summary: All but one of our retirement accounts posted losses, so it was only by paying down debt and adding to EF savings that we were able to stay basically even.

I will update my "Individual Net Worth" page shortly so you can see how it breaks out per person.

Notes on the numbers above: House value estimates are fairly conservative. I don't have a way to check NT's UK pensions or flat value, so their values stay static for the purpose of this update (unless I happen to get some info by chance). UK asset values and debt amounts are calculated figuring $2 for every British pound, which was the exchange rate when I started keeping track. I maintain that ratio for the purpose of tracking progress, even though the exchange rate is now closer to $1.60 per British pound.

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