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Archive for February, 2024

January 2024 net worth update

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!

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
Main mortgage $341,282    
Rental property mortgage $383,810    
HELOC $30,000    
Loan from friends (main house) $9,000    
TOTAL DEBT $764,092    
Current Estimated Net Worth January 2024 $1,176,704    
December 2023 estimate: $1,173,612    
Change in net worth $3,092