Taxable Accounts:

$638.10 – Liquid Savings – 3.50% APY HSBC Savings Account
$15,601.36 – Savings – 3.50% APY Countrywide Savings Account
$7,077.08 – Checking – 2.2% APY Schwabb Investor Checking Account
$15,641.73 – Stocks – Misc. Direct Investments
$4,629.16 – Stocks – Ameritrade Izone
$3,132.02 – Stocks – Zecco
$2,716.50 – Bonds – TreasuryDirect

$49,435.95 TOTAL

Retirement Savings:

$16,588.12 – ROTH IRA – Vanguard
$994.11 – ROTH IRA – Scottrade
$58,234.36 – 401K – T. Rowe Price

$75,816.59 TOTAL

Debts

$2,719.74 – Student Loan – AES (3.625%)
$3,642.76 – Credit Card BT – Chase (0%)
$16,387.28 – Credit Card BT – BOA NEA (0%)
$6,800.61 – Credit Card BT – Juniper (0%)
$4,499.12 – Credit Card BT – Bank Atlantic (0%)
$17,994.00 – Credit Card BT – Upromise (0%)

$52,043.51 TOTAL

Housing / Automobiles

$261,659.00 – Mortgage – Countrywide
$339,500.00 – Approximate Home Value
$8,515.00 – Approximate Car Value – Edmunds.com

$86,356.00 – TOTAL (Approximate Equity)

Networth Breakdown

Summary

A day late and a couple dollars short. Another down month in the stock market hurt my net worth as well as our summer vacation. I was hoping to build up a little more of a cash reserve as I have quite a few bills coming up.

Monthly Goals

My school taxes are due this month as well as some remaining bills from vacation. It will be extremely difficult to post a positive net worth. Also, some of the 0% offers will be running out on my credit cards so I will start looking to either transfer those or pay them off.

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