This month I am going to start a more detailed net worth calculation by including some additional information – housing and automobiles most notably. I am also going to try to start including more charts as well.

Taxable Accounts:

$9,851.29 – Liquid Savings – 5.05% APY HSBC Savings Account
$14,663.18 – Stocks – Misc. Direct Investments
$5,764.54 – Stocks – Ameritrade Izone
$706.87 – Stocks – Scottrade
$3,686.24 – Stocks – Zecco
$2,554.00 – Bonds – TreasuryDirect

$37,226.12 TOTAL

Retirement Savings:

$14,933.16 – ROTH IRA – Vanguard
$2,301.23 – ROTH IRA – Scottrade
$37,775.54 – 401K – T. Rowe Price

$55,009.93 TOTAL

Debts

$3,469.04 – Student Loan – AES (3.625%)
$7,673.00 – Credit Card BT – Discover (0%)
$7,781.00 – Credit Card BT – Citi (0%)

$18,923.04 TOTAL

Housing / Automobiles

$270,656.67 – Mortgage – Countrywide
$339,900.00 – Approximate Home Value
$11,130.00 – Approximate Car Value – Edmunds.com

$69,243.33 – TOTAL (Approximate Equity)

Networth Breakdown

Summary

Still recovering from the holidays and my dreaded property tax bill. Did manage to put $1000 into my ROTH IRA over at Vanguard and some additional funds to my Zecco account which I’m not 100% sure what I’m going to do with.

Monthly Goals

Finish my taxes is number 1. According to my initial calculations I should be getting a pretty hefty refund back ($2000+) so I want to get that in as soon as possible. It seems like every year I bump up my exemptions and still end up with a huge surplus.

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