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April 2013 net worth update

April 18th, 2013 at 09:01 pm

Assets:
NT's UK pensions:
#1: 13,884 pounds ($22,214)
#2: 17,268 pounds ($27,629)
#3: 3,709 pounds ($5,934)
NT's 401(k): $22,601
NT's Roth IRA: $5,278
AS's 401(k): $9,178
AS's trad. IRA: $1,682
AS's Roth IRA: $11,483
CJ's 401(k): $52,309
CJ's Roth IRA: $5,278
NT's flat: 125,000 pounds ($200,000)
CJ & AS's condo: $145,000
Emergency fund (shared asset): $15,000
House down payment/moving fund (shared): $4,047
---
Total Assets: $527,633

Total Debt: $264,430

Current Estimated Net Worth: $263,203

March 2013 estimate: $259,884

Change in net worth: +$3,319

Summary: Retirement funds stagnated; most increased less than the amount we contributed, or actually lost value. However, a good amount of debt payment still gave us a decent increase in net worth.

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 approximate. 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 $1.60 for every British pound.

Posted in Tracking Net Worth | 3 Comments »

3 Responses to “April 2013 net worth update”

  1. My English Castle Says:
    April 19th, 2013 at 03:18 am 1366341484
    1366341484

    Ceejay--if you move back to the UK, do you know where you'd like to live? We had a long conversation with friends about the London commuter ring and how expensive it's become.

  2. ceejay74 Says:
    April 19th, 2013 at 03:53 am 1366343589
    1366343589

    Well, we know where we'd LIKE to live; even though NT is from Exeter, he lived in Oxford for about 12 years before he moved here. He loves it, we love it, and it's where most of our mutual friends live.

    We've priced out homes, but beyond that haven't seriously considered cost of living. We're quite willing to live a modest existence if that's what it takes to be able to live there.

  3. My English Castle Says:
    April 19th, 2013 at 01:09 pm 1366376977
    1366376977

    One of our friends just sold his Oxford flat, and by London prices, it wasn't all that bad. Nice location, short walk from the town centre--and not staggeringly expensive. I've got another friend with two small kids who is looking for a sabbatical rental there, and they're currently in Southern Cal, so the prices don't seem bad to them.

    I know what you mean though about a modest existence. I've got the fever again and am so eager to sell stuff off and live smaller somewhere I love.

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