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September 2023 net worth update

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!

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
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