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September 2019 net worth update

October 1st, 2019 at 08:17 pm

Assets:
NT's UK pensions:
AV: 22,397 pounds ($27,996)
SW: 28,134 pounds ($35,168)
FL: 6,462 pounds ($8,078)
NT's 401(k): $80,969
NT's Roth IRA: $38,300
AS's trad. IRA: $20,410
AS's Roth IRA: $58,738
AS's SEP IRA: $33,731
AS cash: $2,259
CJ's 401(k): $147,876
CJ's Roth IRA: $42,573
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: $1,135,879

Debts:
US Mortgage $376,468
Loan from friends (duplex) $9,000
UK Mortgage 1 $29,785
UK Mortgage 2 $6,279
UK Mortgage 3 $6,611
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TOTAL DEBT $428,143

Current Estimated Net Worth: $707,736

August 2019 estimate: ???

Change in net worth: +???

Summary: I know our net worth went up because we've never been above $700K before, but I'm not sure how much because my August/September blog entries are gone. Ah well, it's great news regardless!

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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