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April 2015 net worth update

April 15th, 2015 at 09:19 pm

Assets:
NT's UK pensions:
#1: 17,105 pounds ($27,368)
#2: 20,501 pounds ($32,801)
#3: 4,452 pounds ($7,123)
NT's 401(k): $36,631
NT's Roth IRA: $7,780
AS's trad. IRA: $15,460
AS's Roth IRA: $21,106
CJ's 401(k): $82,872
CJ's Roth IRA: $7,780
NT's flat: 140,000 pounds ($224,000)
CJ/NT/AS house: $440,000
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Total Assets: $902,921

Total Debt: $525,360

Current Estimated Net Worth: $377,561

February 2015 estimate: $366,009

Change in net worth: +$11,552

Summary: Apparently all our recent property doings -- including selling the condo at a loss -- and shifting around of debt did have a net positive effect! Some of this gain was due to decent performance of our retirement accounts, but a lot of it was from debt reduction.

It was kind of fun to have our assets worth over a million bucks, and now with the condo sale they're below that. But we'll get up there again eventually! At least our debt is getting close to going below the half-million mark. That'll be a relief.

I'll update the Individual Net Worth page shortly, breaking it out by 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..60 for every British pound.

1 Responses to “April 2015 net worth update”

  1. AnotherReader Says:
    1429133597

    Considering you and NT can put away $18k in a 401k and all three of you can put $5,500 in an IRA every year, your assets should surpass the $1MM mark quickly. AS has some nice options available that depend on how she has set up her free-lance business that you and she might consider.

    Heck, that $80k from the land deal is going to put you close to $1MM.

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