July Net Worth

Cash:
5,800

Roth IRA Basis:
9,681

401k:
Contribution Basis: 5,685
Company Match: 5,685
Total: 11,370

Pension:
$695

Motorcycle:
3,000

Truck:
4,500

Mustang:
1,000

Personal Assets:
12,000

Total Assets:
48,046 (-2,537)

“Liquid” Assets (cash, stock 401k, IRA):
26,851

Liabilities

Chase Freedom:
0

Chase Unlimited:
350

American Express:
0

Bank CC:
0

Student Loan:
Balance: 10,783 (-280)

Total Liabilities:
-11,133

Net Worth:
+36,913 (-2,557)

Credit Score:
Credit Karma scores:  780 TU / 762 Equifax
FICO score:  770
Chase Transunion: 780

  • Spent quite a bit this month both on windows ($3,200) for the house and two weekend trips to some big cities which doesn’t happen often, but ended up being around $650 total.
  • One of the major house projects out of the way (windows), but still on track to save and spend on another big project, siding.
  • Retirement account current values total over $24k right now which is an awesome number to see!  The market has been great to me these past few years.  I expect it to correct down the road, and volatility is the reason I show cost basis only in my totals.
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