Net Worth Statement – April 4 2011 (+2.18%)
Posted April 4, 2011 by Chuck
Posted in: 
Net Worth
Net Worth
Summary
Another decent month for us. I was able to finish our taxes which ended up yielding some additional cash. Our SUV value went down quite significantly on Edmunds which hurt a bit – I had a feeling it was a bit overvalues on there though.
Monthly Goals
I’m hoping to do some financial housekeeping this month. We have a bunch of accounts that are inactive that I am hoping to close out or figure out what to do with.
Other than that I am hoping we can have another up month.
| Mar-11 | Apr-11 | |||
| ASSETS | ||||
| DollarSavingsDirect Savings (1.70% APY) | $16,380.52 | $16,794.59 | ||
| Schwab Investor Checking (0.75% APY) | $8,075.05 | $5,859.79 | ||
| CASH TOTAL | $24,455.57 | $22,654.38 | ||
| Treasury Direct | $2,972.58 | $2,972.58 | ||
| Employee Stock Holdings | $1,777.64 | $1,777.64 | ||
| STOCKS & BONDS TOTAL | $4,750.22 | $4,750.22 | ||
| Ameriprise ROTH IRA (Chuck) | $20,696.17 | $21,281.35 | ||
| Ameriprise ROTH IRA (Wife) | $1,138.72 | $1,157.14 | ||
| T. Rowe Price 401K (Chuck) | $77,557.50 | $79,797.19 | ||
| Vanguard 401K (Wife) | $37,707.11 | $39,120.54 | ||
| RETIREMENT TOTAL | $137,099.50 | $141,356.22 | ||
| House Value (Zestimate) | $329,000.00 | $329,000.00 | ||
| Car Value (Edmunds.com) | $4,467.00 | $4,467.00 | ||
| SUV Value (Edmunds.com) | $18,470.00 | $17,186.00 | ||
| MISC TOTAL | $351,937.00 | $350,653.00 | ||
| TOTAL ASSETS | $518,242.29 | $519,413.82 | ||
| DEBTS | ||||
| Citi Mortgage (4.875%) | $256,422.46 | $255,975.01 | ||
| MORTGAGE TOTAL | $256,422.46 | $255,975.01 | ||
| AES Student Loan (3.625%) | $1,353.46 | $1,304.73 | ||
| ACS Student Loan (3.75%) | $1,696.13 | $1,696.13 | ||
| Great Lakes Student Loan (3.25%) | $41,973.25 | $41,973.25 | ||
| Honda Financial Services (2.9%) | $7,290.29 | $7,027.03 | ||
| LOAN TOTAL | $52,313.13 | $52,001.14 | ||
| BOA NEA (0%) | $12,130.84 | $12,017.80 | ||
| BOA NEA 2 (0%) | $13,745.37 | $13,602.43 | ||
| Citi Upromise (0%) | $6,660.45 | $4,992.22 | ||
| CREDIT CARD TOTAL | $32,536.66 | $30,612.45 | ||
| TOTAL DEBTS | $341,272.25 | $338,588.60 | ||
| NET WORTH | $176,970.04 | $180,825.22 | ||
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Good work on the retirement front.
These are some very good stats man. I am impressed with how much you’ve accumulated at 27 years old. Good work. I will be back to check out more of your posts.