Taxable Accounts:

$3,806.66 – Liquid Savings – 5.05% APY HSBC Savings Account
$25,021.28 – Savings – 5.50% APY Countrywide Savings Accounts
$16,393.20 – Stocks – Misc. Direct Investments
$6,105.13 – Stocks – Ameritrade Izone
$3,089.63 – Stocks – Zecco
$2,647.58 – Bonds – TreasuryDirect

$57,063.48 TOTAL

Retirement Savings:

$18,111.93 – ROTH IRA – Vanguard
$1,306.73 – ROTH IRA – Scottrade
$56,051.88 – 401K – T. Rowe Price

$75,470.54 TOTAL

Debts

$3,094.84 – Student Loan – AES (3.625%)
$4,395.00 – Credit Card BT – Chase(0%)
$17,995.28 – Credit Card BT – BOA NEA (0%)
$7,420.18 – Credit Card BT – Juniper (0%)
$20,094.00 – Credit Card BT – Upgromise (0%)

$52,999.30 TOTAL

Housing / Automobiles

$266,406.71 – Mortgage – Countrywide
$339,900.00 – Approximate Home Value
$10,201.00 – Approximate Car Value – Edmunds.com

$83,694.29 – TOTAL (Approximate Equity)

Networth Breakdown

Summary

I think I made a miscalculation in my credit card debt last month which caused the major decrease this month. In reality I think if I went back and reviewed it I am actually up net worth wise this month. Strong stock market performance certainly helped as well as steadily paying down some debts.

Monthly Goals

I have a rather large credit card bill to pay this month from some home maintenance / improvements. Hopefully I will be able to overcome that and finally have a positive month on paper. With Christmas coming up if I don’t I may not see one until 2008.

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