Home > February 2024 net worth update

February 2024 net worth update

March 1st, 2024 at 04:08 pm

It was an exciting month for net worth! NT got an inheritance from his grandma that enabled us to pay off our HELOC ($30K), I checked our rental property value and it's currently $30K higher than I had it valued at, we paid off another $2K or so of mortgage principal, and our retirement accounts went up about $25K. All told, we gained nearly $89K in net worth and our assets are $1700 away from hitting $2 million!


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 $119,016    
NT's Roth IRA $79,471    
NT's SEP IRA $6,768    
NT's AAC acct $2,136    
AS's trad. rollover IRA $29,809    
AS's Roth IRA $111,045    
AS's SEP IRA $80,030    
AS's Nevada acct (approx amt) $380    
CJ's trad. rollover IRA $258,057    
CJ's Roth IRA $85,823    
CJ/NT/AS house ($630,000 value -6%) $592,200    
CJ/NT/AS rental property ($588,000 value -6%) $552,720    
TOTAL ASSETS $1,998,309 retirement only: $853,389
Main mortgage $340,390    
Rental property mortgage $383,191    
Loan from friends (main house) $9,000    
TOTAL DEBT $732,581    
Current Estimated Net Worth February 2024 $1,265,728    
January 2024 estimate: $1,176,784    
Change in net worth $88,944    

3 Responses to “February 2024 net worth update”

  1. terri77 Says:

    Very exciting! It’s wonderful when you can leave something behind to make your loved ones lives better.

  2. LivingAlmostLarge Says:

    Congrats! How are your goal number going?

  3. ceejay74 Says:

    You mean my Coast FIRE number? Well, it just jumped up quite a bit because I had my birthday shortly after doing net worth LOL. The new one is $916,186 (used to be $880,948). Since our retirement is at $853,389, we've got a ways to go.

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