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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