Cash:
14,938
Roth IRA:
24,333
401k:
34,831
HSA:
615
Motorcycle:
2,500
Truck:
4,500
Personal Assets:
12,000
Total Assets:
93,102
“Liquid” Assets (cash, 401k, IRA):
74,102
Liabilities
CC Balances:
600
Total Liabilities:
-600
Net Worth:
+92,502
Credit Score:
809 FICO
*Removed tracking vehicle loans, as the debt to value ratio is relatively similar
Cash:
11,914
Roth IRA:
25,389
401k:
35,226
HSA:
1,285
Motorcycle:
2,500
Truck:
4,500
SUV:
Car:
1,000
Personal Assets:
12,000
Total Assets:
93,814 (+5,833)
“Liquid” Assets (cash, 401k, IRA):
72,529
Liabilities
CC Balances:
515
Hospital:
2,434
SUV:
20,562
Total Liabilities:
-23,511
Net Worth:
+70,303
Credit Score:
793 TU / 799 EQ
Cash:
10,989
Roth IRA:
23,798
401k:
31,377
Pension:
750
HSA:
1,067
Motorcycle:
2,500
Truck:
4,500
SUV:
Car:
1,000
Personal Assets:
12,000
Total Assets:
87,981 (+8,126)
“Liquid” Assets (cash, 401k, IRA):
66,164
Liabilities
CC Balances:
1,469
SUV:
21,582
Student Loan:
0!!
Total Liabilities:
-23,051
Net Worth:
+64,930
Credit Score:
Credit Karma scores: 795 TU / 800 EQ
FICO score: 807
PAID OFF THE STUDENT LOAN!
Cash:
9,050
Roth IRA:
20,886
401k:
27,596
Pension:
749
HSA:
1,574
Motorcycle:
2,500
Truck:
4,500
SUV:
Car:
1,000
Personal Assets:
12,000
Total Assets:
79,855 (+905)
“Liquid” Assets (cash, 401k, IRA):
57,532
Liabilities
CC Balances:
1,041
SUV:
22,982
Student Loan:
1,432 (-62)
Total Liabilities:
-25,455
Net Worth:
+54,400
Credit Score:
Credit Karma scores: 801 TU / 805 EQ
FICO score: 800
Cash:
9,612
Roth IRA:
20,170
401k:
26,716
Pension:
746
HSA:
1,706
Motorcycle:
2,500
Truck:
4,500
SUV:
Car:
1,000
Personal Assets:
12,000
Total Assets:
78,950 (+4,994)
“Liquid” Assets (cash, 401k, IRA):
56,498
Liabilities
CC Balances:
1,250
SUV:
23,342
Student Loan:
1,494 (-670)
Total Liabilities:
-26,086
Net Worth:
+52,864
Credit Score:
Credit Karma scores: 806 TU / 777 EQ
FICO score: 800
Cash:
10,454
Roth IRA:
18,190
401k:
23,839
Pension:
732
HSA:
741
Motorcycle:
2,500
Truck:
4,500
Car:
1,000
Personal Assets:
12,000
Total Assets:
73,956 (+513)
“Liquid” Assets (cash, 401k, IRA):
52,483
Liabilities
CC Balances:
51
Student Loan:
2,164 (-460)
Total Liabilities:
-2,215
Net Worth:
+71,741 (+1,242)
Credit Score:
Credit Karma scores: 781 TU / 771 EQ
FICO score: 780
Cash:
11,055
Roth IRA:
17,858
401k:
23,120
Pension:
729
HSA:
681
Motorcycle:
2,500
Truck:
4,500
Car:
1,000
Personal Assets:
12,000
Total Assets:
73,443 (+2,232)
“Liquid” Assets (cash, 401k, IRA):
52,033
Liabilities
CC Balances:
320
Student Loan:
2,624 (-134)
Total Liabilities:
-2,944
Net Worth:
+70,499 (+2,362)
Credit Score:
Credit Karma scores: 779 TU
FICO score: 779
First milestone hit! First $50k in “liquid” assets. Increasing the 401k contribution to 15% from 5% as of a month ago will see some solid growth in the future. Did a bit of spending with a new dishwasher, etc. so hampered this months gain, but still a solid month.
Cash:
10,959
Roth IRA:
17,063
401k:
21,842
Pension:
726
HSA:
621
Motorcycle:
2,500
Truck:
4,500
Car:
1,000
Personal Assets:
12,000
Total Assets:
71,211 (+2,848)
“Liquid” Assets (cash, 401k, IRA):
49,864
Liabilities
CC Balances:
314
Student Loan:
2,760 (-180)
Total Liabilities:
-3,074
Net Worth:
+68,137 (+3,393)
Credit Score:
Credit Karma scores: 776 TU / 768 Equifax
FICO score: 771
Cash:
10,385
Roth IRA:
16,205
401k:
20,488
Pension:
724
HSA:
561
Motorcycle:
2,500
Truck:
4,500
Car:
1,000
Personal Assets:
12,000
Total Assets:
68,363 (5,416)
“Liquid” Assets (cash, 401k, IRA):
47,078
Liabilities
CC Balances:
679
Student Loan:
2,940 (-655)
Total Liabilities:
-3,619
Net Worth:
+64,744 (+5,465)
Credit Score:
Credit Karma scores: 777 TU / 766 Equifax
FICO score: 771
Big bump this month due to switching from cost basis to actual balance for retirement accounts for simplicity. Lost about 2k in cash due to buying material for a large fence for our yard.
Cash:
12,551
Roth IRA Basis:
13,255
401k:
Contribution Basis: 8,106
Company Match: 8,106
Total: 16,212
Pension:
$718
HSA:
$211
Motorcycle:
2,500
Truck:
4,500
Car:
1,000
Personal Assets:
12,000
Total Assets:
62,947 (+989)
“Liquid” Assets (cash, 401k, IRA):
42,018
Liabilities
Chase Freedom:
$0
Chase Unlimited:
$73
Chase Sapphire:
0
American Express:
0
BoA Cash Rewards:
0
CapitalOne Quicksilver:
0
Bank CC:
0
Student Loan:
3,595 (-4,372)
Total Liabilities:
-3,668
Net Worth:
+59,279 (+5,555)
Credit Score:
Credit Karma scores: 786 TU / 780 Equifax
FICO score: 769
Knocked out a TON of student loan debt this month! Put about $1500 of my annual bonus into it. Also redirected about $2k from the $10k E-fund and paid off my final high-interest loan. I will rework that $2k back in over the next 10 weeks. All that remains now is $3,600 on a 3% loan!
My ongoing journey of amplifying wealth and achieving financial freedom.
My ongoing journey of amplifying wealth and achieving financial freedom.
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Bloodstone Amplification 