September 30th, 2023 at 05:00 pm
Dang. In July I was all excited over a $25K increase in our net worth. Well, between August and September we lost $50K in net worth (most of it this past month), so we're now DOWN $25K from where we were in July.
Oh well. I haven't been able to contribute to retirement with our recent shifting around of job situations and income streams, but I took advantage of this low market and threw $300 in each of our Roths and a couple thousand in each of our kids' 529s. And soon, hopefully, we'll get a chunk of income that will allow me to pay down $3K or so of the HELOC. So hopefully next month will look brighter!
| Assets |
|
|
|
| NT's UK pensions: |
|
|
|
| AV1: 25,760 pounds (new number 22,000) |
$32,200 |
|
|
| SW: 31,522 pounds |
$39,403 |
|
|
| AV2: 7,401 pounds |
$9,251 |
|
|
| NT's trad. rollover IRA |
$104,053 |
|
|
| NT's Roth IRA |
$58,617 |
|
|
| NT's SEP IRA |
$5,883 |
|
|
| AS's trad. rollover IRA |
$26,100 |
|
|
| AS's Roth IRA |
$95,733 |
|
|
| AS's SEP IRA |
$69,890 |
|
|
| CJ's trad. rollover IRA |
$228,671 |
|
|
| CJ's Roth IRA |
$74,163 |
|
|
| CJ/NT/AS house ($630,000 value -6%) |
$592,200 |
|
|
| CJ/NT/AS rental property ($554,000 value -6%) |
$520,760 |
|
|
| TOTAL ASSETS |
$1,856,924 |
retirement only: |
$743,964 |
| |
|
|
|
| Debt |
|
|
|
| Main mortgage |
$344,827 |
|
|
| Rental property mortgage |
$386,266 |
|
|
| HELOC |
$33,000 |
|
|
| Loan from friends (main house) |
$9,000 |
|
|
| TOTAL DEBT |
$773,093 |
|
|
| |
|
|
|
| Current Estimated Net Worth September 2023 |
$1,083,831 |
|
|
| |
|
|
|
| August 2023 estimate: |
$1,120,955 |
|
|
| |
|
|
|
| Change in net worth |
-$37,124 |
|
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Posted in
Tracking Net Worth
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