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)

Read the rest of this entry »

Popularity: 1% [?]