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Home > May 2018 net worth update

May 2018 net worth update

June 2nd, 2018 at 01:42 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): $64,604
NT's Roth IRA: $27,429
AS's trad. IRA: $19,383
AS's Roth IRA: $48,321
AS's SEP IRA: $25,687
CJ's 401(k): $129,635
CJ's Roth IRA: $32,856
NT's flat: $212,500 (200,000 pounds value x1.25 -15%)
CJ/NT/AS house: $427,281 ($454,554 value -6%)
TOTAL ASSETS: $1,051,413

US Mortgage $388,270
Loan from friends (duplex) $9,000
UK Mortgage 1 $32,669
UK Mortgage 2 $6,886
UK Mortgage 3 $7,251
TOTAL DEBT $444,076

Current Estimated Net Worth: $607,337

April 2018 estimate: $596,325

Change in net worth: +$11,012

Summary: Finally some real recovery in our retirement accounts! We passed another net worth milestone, $600K, which means we have an average of $200K per person in net worth.

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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