Taxable Accounts:

$9,553.64 – Liquid Savings – 5.05% APY HSBC Savings Account
$15,350.43 – Stocks – Misc. Direct Investments
$6,165.34 – Stocks – Ameritrade Izone
$3,199.64 – Stocks – Zecco
$2,605.46 – Bonds – TreasuryDirect

$36,874.51 TOTAL

Retirement Savings:

$16,831.13 – ROTH IRA – Vanguard
$1,617.89 – ROTH IRA – Scottrade
$47,312.67 – 401K – T. Rowe Price

$65,761.69 TOTAL

Debts

$3,262.25 – Student Loan – AES (3.625%)
$6,794.00 – Credit Card BT – Discover (0%)
$7,110.00 – Credit Card BT – Citi (0%)

$17,166.25 TOTAL

Housing / Automobiles

$268,232.46 – Mortgage – Countrywide
$339,900.00 – Approximate Home Value
$10,849.00 – Approximate Car Value – Edmunds.com

$82,319.47 – TOTAL (Approximate Equity)

Networth Breakdown

Summary

Another stagnent month. Stock market being down hurt my totals, I did put $500 into my ROTH which only ended up with a $300 increase for the month which is somewhat disappointing. I’m sure it will bounce back though.

I also had a few expected and unexpected expenses. Had to purchase a new suit as my old one which I had for about 8 years was deteriorating rapidly. Also had to pay my 6 month auto insurance bill which is always a downer. Plus my car worth dropped considerably this month according to Edmunds.

Monthly Goals

It looks like I’m going to need new tires for my car this month which should be a decent chunk of change (I probably will write a post on this when the time comes). No other real plans for now, just stay the course.

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