April 1st, 2023 at 09:20 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.
| Assets |
|
|
|
| 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 |
| |
|
|
|
| Debt |
|
|
|
| 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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Posted in
Tracking Net Worth
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