Archive for August, 2008

Taxable Accounts:

$636.24 - Liquid Savings - 3.55% APY HSBC Savings Account
$15,555.67 - Savings - 4.0% APY Countrywide Savings Account
$8,700.56 - Checking - 2.2% APY Schwabb Investor Checking Account
$15,865.52 - Stocks - Misc. Direct Investments
$4,285.10 - Stocks - Ameritrade Izone
$3,118.44 - Stocks - Zecco
$2,711.46 - Bonds - TreasuryDirect

$50,872.99 TOTAL

Retirement Savings:

$16,560.20 - ROTH IRA - Vanguard
$1,088.03 - ROTH IRA - Scottrade
$57,937.39 - 401K - T. Rowe Price

$75,585.62 TOTAL

Debts

$2,762.89 - Student Loan - AES (3.625%)
$3,669.00 - Credit Card BT - Chase (0%)
$16,443.28 - Credit Card BT - BOA NEA (0%)
$6,818.18 - Credit Card BT - Juniper (0%)
$4,544.56 - Credit Card BT - Bank Atlantic (0%)
$18,268.00 - Credit Card BT - Upromise (0%)

$52,505.91 TOTAL

Housing / Automobiles

$262,145.84 - Mortgage - Countrywide
$339,500.00 - Approximate Home Value
$8,640.00 - Approximate Car Value - Edmunds.com

$85,994.16 - TOTAL (Approximate Equity)

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