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Archive for March, 2020

March 2020 debt payments

March 9th, 2020 at 05:28 pm

A little late reporting this; March is birthday madness in our family and we had three birthdays this past week -- which equalled three nights of family celebrations and three friend parties, so six nights of celebrating over eight nights! Oh, and one was a sleepover, so technically we partied seven out of the past nine days. Super glad the next birthday-related activity isn't for a couple weeks so we can all recover!

All our mortgage payments hit:
US Mortgage: $767 to principal
UK Mortgage 1: $185
UK Mortgage 2: $38
UK Mortgage 3: $41

That's $1,031 total put toward debt this month.

Current debt totals:

US Mortgage $371,898
Loan from friends (duplex) $9,000
UK Mortgage 1 $28,689
UK Mortgage 2 $6,048
UK Mortgage 3 $6,369

TOTAL DEBT $422,004

February 2020 net worth update

March 2nd, 2020 at 05:19 am

Assets:
NT's UK pensions:
AV: 22,397 pounds ($27,996)
SW: 29,047 pounds ($36,309)
FL: 6,462 pounds ($8,078)
NT's 401(k): $82,905
NT's Roth IRA: $40,104
AS's trad. IRA: $20,412
AS's Roth IRA: $60,498
AS's SEP IRA: $40,131
CJ's 401(k): $149,001
CJ's Roth IRA: $44,368
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: $1,149,583

Debts:
US Mortgage $372,665
Loan from friends (duplex) $9,000
UK Mortgage 1 $28,874
UK Mortgage 2 $6,086
UK Mortgage 3 $6,410
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TOTAL DEBT $423,035

Current Estimated Net Worth: $726,548

January 2020 estimate: $757,758

Change in net worth: -$31,210

Summary: Considering the news about the Dow crash and everything, I guess it's good that I've only lost about two and a half months' worth of gains. Will be buying low, buying low, buying low...

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.