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March 2019 net worth update

March 31st, 2019 at 07:40 pm

Assets:
NT's UK pensions:
AV: 17,967 pounds ($22,459)
SW: 28,134 pounds ($35,168)
FL: 6,462 pounds ($8,078)
NT's 401(k): $72,797
NT's Roth IRA: $33,475
AS's trad. IRA: $19,642
AS's Roth IRA: $53,167
AS's SEP IRA: $31,640
CJ's 401(k): $138,748
CJ's Roth IRA: $37,592
NT's flat: $212,500 (200,000 pounds value x1.25 -15%)
CJ/NT/AS house: $427,281 ($454,554 value -6%)
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TOTAL ASSETS: $1,092,547

Debts:
US Mortgage $380,958
Loan from friends (duplex) $9,000
UK Mortgage 1 $30,869
UK Mortgage 2 $6,508
UK Mortgage 3 $6,853
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TOTAL DEBT $434,188

Current Estimated Net Worth: $658,359

January 2019 estimate: $652,740

Change in net worth: +$5,619

Summary: Most of our retirement accounts stayed flat but we eked out a modest gain this past 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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