May Net Worth

Cash:
6,222

Roth IRA Basis:
8,931

401k:
Contribution Basis: 5,111
Company Match: 5,111
Total: 10,222

Pension:
$686

Motorcycle:
3,000

Truck:
4,500

Mustang:
1,000

Personal Assets:
12,000

Total Assets:
46,561 (+ 620)

“Liquid” Assets (cash, stock 401k, IRA):
25,375

Liabilities

Chase Freedom:
0

Chase Unlimited:
0

American Express:
35

Bank CC:
0

Student Loan:
Balance: 11,343 (-486)

Total Liabilities:
11,378 (-1060)

Net Worth:
+35,183 (+1,608)

Credit Score:
Credit Karma scores:  782 TU / 750 Equifax
FICO score:  765
Chase Transunion: 782

  • Paid off a $550 sectional and $240 floor this month, so not as much cash gain as normal.
  • Got $5,000 emergency fund into 1.05% Ally Savings account – a lot better than the .05% from the credit union!
  • Going to try to save hard the next couple months to support a couple big house projects – windows and a fence.  May also open a new CC (Chase SP has a $500 offer) to get some cash back on this as well.