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April 2026 net worth update

April 30th, 2026 at 10:35 pm

Better month net worth-wise; we made up last month's lost ground and added $10K. We're now at Coast with a $225K+ surplus! 

I like to go on the calculator and move my retirement age down a year...if I'm still at Coast I make it one lower...see how far I can get. Well I got to retiring at age 60 and was still in Coast!

I don't really know if my spending estimates are accurate. Maybe we're worse off because I haven't factored in how much me and the spouses are gonna spend, or maybe we're better off because I don't factor Social Security in at all. But I do like imagining that I'm less than 8 years away from retirement!

I also don't really know what retirement would look like for me. I imagine I'd still want to work in some capacity but maybe most of it would be doing unpaid or lower-paid stuff I love, like fiction writing, music journalism, etc. I do like marketing work still, but occasionally I feel burnt out from the hustle of it. It'd be nice to be able to pick and choose my paying work!

Anyway, the improved net worth was a bright spot amid our current struggles. For one, our kiddo's gender supportive care so far is gonna cost us $4500, and we haven't even begun to get to the hormone stuff, let alone if surgery is on the table. That's gonna take us over our healthcare spending budget for the year and there's still me and AS's mammograms and who konws what else this year. We def can't go any further on the gender care until we make a plan for how much it's gonna be and how to pay for it.

That was the expense side. On the income side, AS and I had booked a 6 month or so contract that was meant to gross $90K. Well the project was canceled after we'd only billed about $30K. So our calculations of our annual booked income went way down and I've been hustling to take every job that comes my way. I feel okayish about hitting our goal of me and AS making $164K; we've booked about $80K and it's less than halfway through the year. But it's still ambitious because it's $50K more than we grossed last year, and there can be quiet periods, and if we get one of those it could really throw us off track this year. And plus, it does look like we're gonna go over budget in a few areas, mainly home improvement (boiler replacement) and healthcare, but there are other things that could go wrong.

On the happy life side though, at least things have calmed down somewhat in Minneapolis. ICE is still here, deportation flights are still happening, loads of people are detained or deported including 70+ MN kids (you know, the worst of the worst), but they're keeping a lower profile presence now. And it sounds like Tr*mp did not repeat the pattern of Metro Surge anywhere else because of how bad we made them look, so that's good.

On a frivolous home note, we adopted 2 young cats in early March! They are somewhat feral (but in a gentle fearful way, not a bitey scratchy way) and still spend most of their time under the bathtub, but they are lovely boys and we are so in love with them.

Assets      
NT's UK pensions:      
AV1: 33,420 pounds $41,775    
SW: 41,722 pounds $52,153    
AV2: 8,462 pounds $10,578    
NT's trad. rollover IRA $165,190    
NT's Roth IRA $110,234    
NT's SEP IRA $9,575    
NT's AAC acct $18,285    
AS's trad. rollover IRA $41,174    
AS's Roth IRA $157,090    
AS's SEP IRA $111,009    
AS's Nevada acct (approx amt) $380    
CJ's trad. rollover IRA $343,721    
CJ's Roth IRA $119,044    
CJ/NT/AS house ($643,000 value -6%) $604,420    
CJ/NT/AS rental property ($599,000 value -6%) $563,060    
TOTAL ASSETS $2,347,687 retirement only: $1,180,207
       
Debt      
Main mortgage $316,284    
Rental property mortgage $366,347    
HELOC $29,100    
Windows $14,904    
Loan from friends (main house) $9,000    
TOTAL DEBT $735,635    
       
Current Estimated Net Worth April 2026 $1,612,052    
       
March 2026 estimate: $1,520,433    
       
Change in net worth $91,619    
       
       
COAST FIRE: https://walletburst.com/tools/coast-fire-calc/    
retirement goal $1.59 million by 2039 (CJ age 65)    
       
Current age: 52      
Retirement age: 65      
Annual spending in retirement: $63,600      
Monthly contribution: $250      
Investment growth rate: 7%      
Inflation rate: 3%      
Withdrawal rate: 4%      
Current invested assets $1,180,207    
Coast FIRE number at current age $954,913    
Current status: at Coast FIRE with surplus: $225,294    
       
       
Coast FIRE budget      
Ideal budget Monthly    
Housing $0 (rent will cover prop expenses)  
Healthcare $1,500    
Groceries $1,000    
Fun $1,500    
Travel $1,000    
Utilities $500    
Giving $500    
Home improvement $500    
Gifts $250    
Transportation $250    
Monthly $7,000    
Minus add'l rental income -$1,700    
Total monthly $5,300    
Annual $63,600    
       
SSN estimates 2024 Start age 62 Start age 70  
Monthly benefit $4,200 $7,200  
Plus monthly from retirement $5,300 $5,300  
Total monthly $9,500 $12,500  

6 Responses to “April 2026 net worth update”

  1. Tabs Says:
    1777673506

    Nice uptick in net worth! That and the sizable increase in surplus.

    What kind of contract work do you guys do? Because, to me losing a $90k gig while having already accrued $30k expenses would have really burned my bacon.

    Yeah, I guess it's good that ICE is being a lot more discrete at least, though the fact that they're still out there profiling blue cities burn my bacon as well.

  2. ceejay74 Says:
    1777678899

    Tabs, oh I worded that wrong. We got paid for the $30K we billed them but lost out on $60K of potential future earnings. So not nearly as bad!

  3. Tabs Says:
    1777682068

    Oh OK! Good to know it’s not that bad then.

  4. DK62565 Says:
    1777735902

    Glad your net worth went up; it's always disheartening when it doesn't.

    Good that ICE is being less nasty.

  5. Rachael777 Says:
    1779501380

    Hey. trying to understand the #s here. sounds like your goal is $1.59M by 2039 but you are already at 1.1..so realistically even with no further monies you will hit that ahead of schedule. When you hit $1.59 what is the plan? Are you retiring or waiting to pay off all debt first. I see you have some debt. Let us know so we can learn! and Congrats for where you are so far. i have followed you for a bit here and you are picking up speed. Smile

  6. ceejay74 Says:
    1779553666

    Hi Rachael!

    My numbers are a bit loopy, I admit--they may only make sense to me lol. But let me see if I can untangle them in a way that makes sense.

    I don't see us fully retiring early even if we hit our milestone number because:

    1. The budget assumes a paid-off main mortgage, but we have 19 years left on our main mortgage. So even in 13 years when I am due to fully retire according to my calculations, we will still have 6 years of mortgage payments left (unless we manage to pay it off early).

    2. The budget assumes no more kid expenses. Our youngest is 14, and we'll be supporting him through college at least, so we have another 8 years of kid expenses. So even if we hit our milestone before then, that would impact our ability to retire.

    3. The budget may underestimate monthly/yearly expenses. I haven't updated it in a while, so I'd need to take a clear-eyed look at that before deciding to retire.

    4. We have one out-there idea, and that's to purchase a property in Portugal. TBD whether we could make it work, and if so, whether we could AirBnB it part of the year to help us break even on mortgage and other expenses. I'm not even sure this is realistic but if it starts to be more of a possibility, it becomes part of the retirement equation.

    On the positive side of my loopy calculations, I don't figure Social Security benefits into them at all. That's like bonus money sitting out there. So when we get close to our milestone number, part of my assessment will include seeing where Social Security is and whether it's a realistic part of our retirement income calculations.

    My biggest hope, though not fully formed, is that we can scale back on our work in about 8 years, reducing our income and starting to draw down some of our retirement savings to supplement.

    I hope that clears things up though it probably made it even more confusing! Suffice it to say CoastFIRE is still mainly a fun exercise vs. a reality-based plan. The only thing it's changed is that I do feel confident not putting any more money away for retirement. That's been a huge boost for us though, because we used to put thousands away per month!

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