March 1st, 2023 at 03:24 am
Not a very interesting net worth update... our net worth went up by about $1300, mainly due to debt paydown, which means no Coast FIRE progress. Not much ground gained on paying down our tax bill but other than that things are fairly stable. Hopefully we'll make some progress worth writing about sometime soon!
| Assets |
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|
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| NT's UK pensions: |
|
|
|
| AV1: 22,397 pounds |
$27,996 |
|
|
| SW: 30,864 pounds |
$38,580 |
|
|
| AV2: 7,567 pounds |
$9,459 |
|
|
| NT's trad. rollover IRA |
$101,983 |
|
|
| NT's Roth IRA |
$66,203 |
|
|
| NT's SEP IRA |
$3,559 |
|
|
| AS's trad. rollover IRA |
$25,103 |
|
|
| AS's Roth IRA |
$90,936 |
|
|
| AS's SEP IRA |
$67,084 |
|
|
| CJ's 401(k) |
$229,223 |
|
|
| CJ's Roth IRA |
$70,451 |
|
|
| CJ/NT/AS house ($630,000 value -6%) |
$592,200 |
|
|
| CJ/NT/AS rental property ($554,000 value -6%) |
$520,760 |
|
|
| TOTAL ASSETS |
$1,843,537 |
retirement only: |
$730,577 |
| |
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| Debt |
|
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| Main mortgage |
$350,935 |
|
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| Rental property mortgage |
$390,488 |
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| HELOC |
$33,250 |
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| Appliances CC |
$3,214 |
|
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| Loan from friends (main house) |
$9,000 |
|
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| TOTAL DEBT |
$786,887 |
|
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| |
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|
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| Current Estimated Net Worth February 2023 |
$1,056,650 |
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| |
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| January 2023 estimate: |
$1,055,281 |
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|
| |
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| Change in net worth |
$1,369 |
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Posted in
Tracking Net Worth
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