Archive for November, 2008

Taxable Accounts:

$340.62 - Liquid Savings - 3.25% APY HSBC Savings Account
$12,496.45 - Savings - 3.50% APY Countrywide Savings Account
$3,106.85 - Checking - 2.2% APY Schwabb Investor Checking Account
$12,133.62 - Stocks - Misc. Direct Investments
$3,212.04 - Stocks - Ameritrade Izone
$2,299.39 - Stocks - Zecco
$2,730.62 - Bonds - TreasuryDirect

$36,319.59 TOTAL

Retirement Savings:

$12,721.99 - ROTH IRA - Vanguard
$693.86 - ROTH IRA - Scottrade
$46,656.83 - 401K - T. Rowe Price

$60,072.68 TOTAL

Debts

$2,632.74 - Student Loan - AES (3.625%)
$15,000.00 - Credit Card BT - BOA MC (0%)
$16,069.87 - Credit Card BT - BOA NEA (0%)
$4,365.50 - Credit Card BT - Bank Atlantic (0%)
$12,368.30 - Credit Card BT - Upromise (0%)

$50,436.41 TOTAL

Housing / Automobiles

$260,677.08 - Mortgage - Countrywide
$339,500.00 - Approximate Home Value
$8,351.00 - Approximate Car Value - Edmunds.com

$87,173.92 - TOTAL (Approximate Equity)

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