November 30th, 2023 at 11:00 pm
Finally some gains! After our values sliding for many months, we finally clawed back some net worth. A bit was Roth contributions and debt paid off but most of it was market gains.
I'm scrambling with tons of catchup on my tasks and chores after finishing NaNoWriMo, but I'll post a longer life update when I do my end-of-year net worth update next month!
| 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 |
$109,378 |
|
|
| NT's Roth IRA |
$72,727 |
|
|
| NT's SEP IRA |
$6,191 |
|
|
| AS's trad. rollover IRA |
$27,428 |
|
|
| AS's Roth IRA |
$101,331 |
|
|
| AS's SEP IRA |
$73,489 |
|
|
| CJ's trad. rollover IRA |
$239,754 |
|
|
| CJ's Roth IRA |
$78,559 |
|
|
| CJ/NT/AS house ($630,000 value -6%) |
$592,200 |
|
|
| CJ/NT/AS rental property ($554,000 value -6%) |
$520,760 |
|
|
| TOTAL ASSETS |
$1,902,671 |
retirement only: |
$789,711 |
| |
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| Debt |
|
|
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| Main mortgage |
$343,060 |
|
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| Rental property mortgage |
$385,042 |
|
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| HELOC |
$31,000 |
|
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| Loan from friends (main house) |
$9,000 |
|
|
| TOTAL DEBT |
$768,102 |
|
|
| |
|
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| Current Estimated Net Worth November 2023 |
$1,134,569 |
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| |
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| October 2023 estimate: |
$1,078,398 |
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| |
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| Change in net worth |
$56,171 |
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Posted in
Tracking Net Worth
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