Net Worth Statement – Dec 1 2006
Posted December 1, 2006 by Chuck
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Net Worth
Net Worth
Taxable Accounts:
$5,054.03 – Liquid Savings – 5.05% APY HSBC Savings Account
$13,969.38 – Stocks – Misc. Direct Investments
$5,289.00 – Stocks – Ameritrade Izone
$595.35 – Stocks – Scottrade
$2,479.34 – Stocks – Zecco
$2,523.18 – Bonds – TreasuryDirect
$29,910.28 TOTAL
Retirement Savings:
$13,500.38 – ROTH IRA – Vanguard
$1,842.70 – ROTH IRA – Scottrade
$34,134.23 – 401K – T. Rowe Price
$49,477.31 TOTAL
Debts
$3,525.70 – Student Loan – AES (3.625%)
$7,970.00 – Credit Card BT – Discover (0%)
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