Home > Archive: January, 2022

Archive for January, 2022

December 2021 net worth update

January 5th, 2022 at 06:18 am

NT's UK pensions:
AV1: 22,397 pounds ($27,996)
SW: 27,225 pounds ($34,031)
AV2: 7,567 pounds ($9,459)
NT's trad. rollover IRA: $116,857
NT's Roth IRA: $72,911
NT's SEP/SIMPLE: $3,709
AS's trad. rollover IRA: $29,355
AS's Roth IRA: $103,147
AS's SEP IRA: $78,516
CJ's 401(k): $244,478
CJ's Roth IRA: $79,142
Proceeds of NT's flat: $188,000
CJ/NT/AS house: $592,200 ($630,000 value -6%)
TOTAL ASSETS: $1,579,801

US Mortgage $361,966
Loan from friends (duplex) $9,000
TOTAL DEBT $370,966

Current Estimated Net Worth: $1,208,835

September 2021 estimate: $1,151,336

Change in net worth: +$57,499

Summary: I didn't update net worth for a few months, so we made up what we lost in September plus some! We'll have some big shifts in assets and debt next month when we close on a rental property, but it won't change our net worth much.

Notes on the numbers above: House value estimates are usually approximate. UK pension values updated about once a year. UK asset values are calculated figuring $1.25 for every British pound (just to have a system, even though the exchange rate varies).