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Net Worth

Net Worth: $3,526,324
Updated End of Q3 2016

Investment Assets:$2,915,948

Net worth change over last quarter: +$94,000

 

Summary Post: History of Our Net Worth (Thru 2016)

 

All Net Worth Posts:

2016

2016 – Year End Update

2016 – Quarter 3 Update

2016 – Quarter 1 Update

2015

2015 – Year End Update

2015 – Quarter 3 Update

2015 – Quarter 2 Update

2015 – Quarter 1 Update

 

Net WorthSubtotalTotal Comments / Change from Q3
Cash/Short Term$81,511
Up $46,000
Bank 1$45,500
Bank 2$41,011
Credit Cards($6,000)
Stocks/Bonds $998,937
Up $28,000
401k 1 $215,000
401k 2 $42,755
IRA 1 $88,660
Roth IRA 1 $58,235
Roth IRA 2 $49,586
529 Plan 1 $81,539
529 Plan 2
$72,666
Restricted Stock $5,663
Taxable Account $318,833
Charitable Trust $66,000
Rental House$161,000
Up $20,000
House Value$310,000
House Debt($149,000)48% LTV
Commercial Real Estate$1,668,500
Flat
Property 1$445,000Retail
Property 2$0Hotel
Property 3$12,500Apartments
Property 4$254,000Apartments
Property 5$185,000Office
Property 6$76,000Apartments
Property 7$196,000Office
Property 8$325,000 Apartments
Property 9$85,000New Construction: Hotel
Property 10$10,000Land: Apartments
Property 11$10,000Land: Apartments
Property 12$10,000Land: Office/Apts
Property 13$60,000Hotel
Net Investment Assets$2,915,948
Up $94,000
Primary Residence$616,376
Flat
New Home Value$616,376
New Home Debt$0
Total Net Worth$3,526,324
Up $94,000

7 thoughts on “Net Worth

    1. Thanks. Keep trying – it doesn’t seem like it will ever happen at first, but the snowball starts rolling and it adds up quickly.

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