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Home > March 2017 net worth update

March 2017 net worth update

April 1st, 2017 at 12:09 pm

NT's UK pensions:
AV: 17,967 pounds ($22,459)
SW: 20,398 pounds ($25,497)
FL: 5,534 pounds ($6,917)
NT's 401(k): $51,449
NT's Roth IRA: $18,574
AS's trad. IRA: $16,825
AS's Roth IRA: $35,223
AS's SEP IRA: $14,328
CJ's 401(k): $104,601
CJ's Roth IRA: $22,047
NT's flat: 180,000 pounds ($225,000)
CJ/NT/AS house: $470,000 (value -6%)
Total Assets: $1,012,920

US Mortgage: $398,156
Loan from friends (duplex): $9,000
UK Mortgage 1: $35,206
UK Mortgage 2: $7,421
UK Mortgage 3: $7,815
Total Debt: $457,599

Current Estimated Net Worth: $555,321

February 2017 estimate: $551,489

Change in net worth: +$3,832

Summary: A very flat month; well over half the positive change is due to debt paydown and contributions, so very little growth in our accounts. I'm actually surprised there wasn't a loss 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.

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