Net Worth Statement – June 1 2007
Net Worth
Taxable Accounts:
$9,830.44 – Liquid Savings – 5.05% APY HSBC Savings Account
$15,716.00 – Stocks – Misc. Direct Investments
$6,196.08 – Stocks – Ameritrade Izone
$3,197.87 – Stocks – Zecco
$2,605.18 – Bonds – TreasuryDirect
$37,545.59 TOTAL
Retirement Savings:
$16,519.26 – ROTH IRA – Vanguard
$1,577.63 – ROTH IRA – Scottrade
$46,409.50 – 401K – T. Rowe Price
$64,506.39 TOTAL
Debts
$3,303.59 – Student Loan – AES (3.625%)
$7,075.00 – Credit Card BT – Discover (0%)
$7,218.00 – Credit Card BT – Citi (0%)
$17,596.59 TOTAL
Housing / Automobiles
$268,682.53 – Mortgage – Countrywide
$339,900.00 – Approximate Home Value
$11,102.00 – Approximate Car Value – Edmunds.com
$82,319.47 – TOTAL (Approximate Equity)
Networth Breakdown
| Assets | $ Diff | % Diff | |
| Cash | $9,830 | ($3,364) | -25.50 % |
| Stocks | $25,110 | $951 | 3.94 % |
| Bonds | $2,605 | $10 | 0.39 % |
| Retirement | $64,506 | $3,268 | 5.34 % |
| Home | $339,500 | $0 | 0.00 % |
| Cars | $11,102 | $124 | 1.13 % |
| Total Assets | $452,653 | $989 | 0.22 % |
| Debts | $ Diff | % Diff | |
| Home Mortgage(s) | $268,682 | ($448) | -0.17 % |
| Student Loans | $3,303 | ($42) | -1.26 % |
| Credit Card | $14,293 | ($365) | -2.49 % |
| Total Debts | $286,278 | ($855) | -0.30 % |
| Net Worth | $166,375 | $1,844 | 1.12 % |

Summary
Kind of a stagnant month here. Spent half of it on my honeymoon and had some lingering debts from the wedding so didn’t make as much progress as I had hoped. Didn’t put anything in my ROTH as I had planned so will try to this month.
Monthly Goals
As stated before try to get some month in my ROTH. Also the 0% balance transfers on my 2 current credit cards are going to run out in the next few months so I have to start looking for some replacements.
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