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April 2018 net worth update

April 30th, 2018 at 08:08 pm

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): $63,240
NT's Roth IRA: $26,961
AS's trad. IRA: $19,162
AS's Roth IRA: $47,743
AS's SEP IRA: $23,603
CJ's 401(k): $126,091
CJ's Roth IRA: $31,085
NT's flat: $212,500 (200,000 pounds value x1.25 -15%)
CJ/NT/AS house: $427,281 ($454,554 value -6%)
TOTAL ASSETS: $1,041,383

US Mortgage $388,990
Loan from friends (duplex) $9,000
UK Mortgage 1 $32,850
UK Mortgage 2 $6,925
UK Mortgage 3 $7,293
TOTAL DEBT $445,058

Current Estimated Net Worth: $596,325

March 2018 estimate: $588,981

Change in net worth: +$7,344

Summary: We had an OK month, and we're almost back to the January high. But since some of that is debt paydown, I know our retirement assets haven't fully rebounded and won't bother checking in on our retirement goal 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.

1 Responses to “April 2018 net worth update”

  1. rob62521 Says:

    Nice to see a positive change in the net worth. I'm sure you feel the same way.

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