Net worth
Net Worth Updates
Feeling good about the net worth despite the ongoing pandemic and paying almost $30k in taxes (mainly due to stock gains in 2019), and the recent market volatility - I managed an almost $370k increase in net worth in the 1st half of 2020. This was mainly due to a bonus in Feb, continued savings in retirement accounts, and some continued gains in a few stocks.
Feeling good about the net worth despite the ongoing pandemic and paying almost $30k in taxes (mainly due to stock gains in 2019), and the recent market volatility - I managed an almost $370k increase in net worth in the 1st half of 2020. This was mainly due to a bonus in Feb, continued savings in retirement accounts, and some continued gains in a few stocks.
Aug 2020: Rounded Numbers (~sum to $2.8M)
Cash: $440,000 (sold a lot of my assets during the recent market volatility)
Taxable Accounts: $770,000 (includes my stock portfolio and long-term comp that is yet to vest)
Non-taxable Accounts: $910,000 (includes 401ks, IRAs, Roth IRAs, etc)
529 Plans: $83,000 (for the 2 juniors)
Home Equity: $580,000 (equity in primary home + rental home, continued paydown of mortgages)
Cash: $440,000 (sold a lot of my assets during the recent market volatility)
Taxable Accounts: $770,000 (includes my stock portfolio and long-term comp that is yet to vest)
Non-taxable Accounts: $910,000 (includes 401ks, IRAs, Roth IRAs, etc)
529 Plans: $83,000 (for the 2 juniors)
Home Equity: $580,000 (equity in primary home + rental home, continued paydown of mortgages)
Feeling good about the net worth - despite paying almost $15k in taxes (mainly due to stock gains in 2017), and the recent market volatility - I managed an almost $300k increase in net worth in the 1st half of 2018. This was mainly due to a bonus in Feb, home prices rising rapidly in the two homes, and some continued gains in a few stocks.
June 2018: Rounded Numbers (sum to $2.0M)
Cash: $200,000 (sold a lot of my assets during the recent market volatility)
Taxable Accounts: $550,000 (includes my stock portfolio and long-term comp that is yet to vest)
Non-taxable Accounts: $650,000 (includes 401ks, IRAs, Roth IRAs, etc)
529 Plans: $50,000 (for the 2 juniors)
Home Equity: $550,000 (equity in primary home + rental home - rapid rise in the home prices)
Dec 2017: Rounded Numbers (sum to $1.7M)
Cash: $100,000 (the screenshot from Mint does'nt differentiate the cash in my brokerage accounts)
Taxable Accounts: $500,000 (includes my stock portfolio and long-term comp that is yet to vest)
Non-taxable Accounts: $600,000 (includes 401ks, IRAs, Roth IRAs, etc)
529 Plans: $50,000 (for the 2 juniors)
Home Equity: $450,000 (equity in primary home + rental home)
June 2018: Rounded Numbers (sum to $2.0M)
Cash: $200,000 (sold a lot of my assets during the recent market volatility)
Taxable Accounts: $550,000 (includes my stock portfolio and long-term comp that is yet to vest)
Non-taxable Accounts: $650,000 (includes 401ks, IRAs, Roth IRAs, etc)
529 Plans: $50,000 (for the 2 juniors)
Home Equity: $550,000 (equity in primary home + rental home - rapid rise in the home prices)
Dec 2017: Rounded Numbers (sum to $1.7M)
Cash: $100,000 (the screenshot from Mint does'nt differentiate the cash in my brokerage accounts)
Taxable Accounts: $500,000 (includes my stock portfolio and long-term comp that is yet to vest)
Non-taxable Accounts: $600,000 (includes 401ks, IRAs, Roth IRAs, etc)
529 Plans: $50,000 (for the 2 juniors)
Home Equity: $450,000 (equity in primary home + rental home)
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