February 1st, 2024 at 06:15 pm
Our retirement accounts basically stayed stagnant and we didn't manage to contribute much, but we eked out a $3K increase in net worth due solely to two things: our regular mortgage payments and my getting info on two small retirement accounts that NT and AS have. So we're roughly where we were last month, but that's not terrible.
Money is tight here at the beginning of the year as projects for my new business have been slow to get started, but I'm talking to a lot of clients and prospects, so it looks promising that it'll get busy (and profitable) pretty soon!
| Assets |
|
|
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| 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 |
$114,924 |
|
|
| NT's Roth IRA |
$76,708 |
|
|
| NT's SEP IRA |
$6,515 |
|
|
| NT's AAC acct |
$1,628 |
|
|
| AS's trad. rollover IRA |
$28,809 |
|
|
| AS's Roth IRA |
$106,882 |
|
|
| AS's SEP IRA |
$77,248 |
|
|
| AS's Nevada acct (est amt) |
$300 |
|
|
| CJ's trad. rollover IRA |
$251,129 |
|
|
| CJ's Roth IRA |
$82,839 |
|
|
| CJ/NT/AS house ($630,000 value -6%) |
$592,200 |
|
|
| CJ/NT/AS rental property ($554,000 value -6%) |
$520,760 |
|
|
| TOTAL ASSETS |
$1,940,796 |
retirement only: |
$827,836 |
| |
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| Debt |
|
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| Main mortgage |
$341,282 |
|
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| Rental property mortgage |
$383,810 |
|
|
| HELOC |
$30,000 |
|
|
| Loan from friends (main house) |
$9,000 |
|
|
| TOTAL DEBT |
$764,092 |
|
|
| |
|
|
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| Current Estimated Net Worth January 2024 |
$1,176,704 |
|
|
| |
|
|
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| December 2023 estimate: |
$1,173,612 |
|
|
| |
|
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| Change in net worth |
$3,092 |
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Posted in
Tracking Net Worth
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