Home > March 2023 net worth update

March 2023 net worth update

April 1st, 2023 at 08:20 pm

Slightly better retirement gains this month, though our CoastFIRE date moved from 8 years to 11 away...probably because I turned 49. Oh well.

It's been a pretty meh year financially so far... we still have $33K of debt for the tax bill and $3K owed on our kitchen and only $1500 in EF savings. The renters on our new place are leaving at the end of this month, so if we don't have both units rented by May 1, we may have to clean out our little EF and some other pockets of money. Hopefully it doesn't go vacant or if it does, only for a month or two.

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 $102,614    
NT's Roth IRA $67,367    
NT's SEP IRA $3,581    
AS's trad. rollover IRA $25,767    
AS's Roth IRA $93,874    
AS's SEP IRA $68,869    
CJ's 401(k) $224,407    
CJ's Roth IRA $72,832    
CJ/NT/AS house ($630,000 value -6%) $592,200    
CJ/NT/AS rental property ($554,000 value -6%) $520,760    
TOTAL ASSETS $1,848,306 retirement only: $735,346
Main mortgage $350,070    
Rental property mortgage $389,292    
HELOC $33,000    
Appliances CC $3,101    
Loan from friends (main house) $9,000    
TOTAL DEBT $784,463    
Current Estimated Net Worth March 2023 $1,063,843    
February 2023 estimate: $1,056,650    
Change in net worth $7,193    

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