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

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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