Net Worth Statement - Jan 2 2007
Net Worth
Taxable Accounts:
$11,601.67 - Liquid Savings - 5.05% APY HSBC Savings Account
$13,842.66 - Stocks - Misc. Direct Investments
$5,422.28 - Stocks - Ameritrade Izone
$654.35 - Stocks - Scottrade
$2,568.17 - Stocks - Zecco
$2,554.00 - Bonds - TreasuryDirect
$36,643.07 TOTAL
Retirement Savings:
$13,700.38 - ROTH IRA - Vanguard
$2,207.45 - ROTH IRA - Scottrade
$36,134.23 - 401K - T. Rowe Price
$52,042.06 TOTAL
Debts
$3,509.70 - Student Loan - AES (3.625%)
$7,830.00 - Credit Card BT - Discover (0%)
$7,781.00 - Credit Card BT - Citi (0%)
Summary
Ah the after holiday financial blues. Credit card bill was about 2x as much as usual, but tis the season. I played a little 0% BT game as well to gain some extra interest on the credit card companies money so my emergency fund is still not really where it needs to be.
Monthly Goals
Property tax bill is due this month so I’m not sure how much savings I will be able to accomplish. Hold steady and hope for no major expenses.
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Very Impressive. Keep up the good work on your savings.
I can relate to the property tax bill also.grrrr…… I hate paying those things.
- Bryan
http://www.BryanCFleming.com