Archive for July, 2008

Taxable Accounts:

$634.44 - Liquid Savings - 3.55% APY HSBC Savings Account
$15,509.36 - Savings - 4.0% APY Countrywide Savings Account
$6,436.82 - Checking - 2.2% APY Schwabb Investor Checking Account
$14,840.99 - Stocks - Misc. Direct Investments
$3,968.79 - Stocks - Ameritrade Izone
$3,004.75 - Stocks - Zecco
$2,710.30 - Bonds - TreasuryDirect

$47,105.45 TOTAL

Retirement Savings:

$16,711.41 - ROTH IRA - Vanguard
$1,196.91 - ROTH IRA - Scottrade
$57,923.09 - 401K - T. Rowe Price

$75,831.41 TOTAL

Debts

$2,806.19 - Student Loan - AES (3.625%)
$3,743.00 - Credit Card BT - Chase (0%)
$16,609.28 - Credit Card BT - BOA NEA (0%)
$6,887.18 - Credit Card BT - Juniper (0%)
$4,590.46 - Credit Card BT - Bank Atlantic (0%)
$18,546.00- Credit Card BT - Upromise (0%)

$53182.11 TOTAL

Housing / Automobiles

$262,629.96 - Mortgage - Countrywide
$339,500.00 - Approximate Home Value
$8,763.00 - Approximate Car Value - Edmunds.com

$85,633.04- TOTAL (Approximate Equity)

Read the rest of this entry »