|
Jan-2017
|
Feb-2017
|
Mar-2017
|
Apr-2017
|
|
|
Assets
|
||||
|
Retirement
|
359,774.81
|
378,531.17
|
387,058.50
|
391,316.72
|
|
529college
|
14,317.25
|
14,746.21
|
15,188.09
|
15,378.18
|
|
Bank Accounts
|
47,050.67
|
42,856.20
|
47,770.74
|
44,260.80
|
|
Investments
|
12,282.92
|
12,755.09
|
12,452.12
|
13,378.60
|
|
Bonds
|
11,888.20
|
12,091.76
|
12,114.12
|
12,115.86
|
|
House
|
300,000.00
|
300,000.00
|
300,000.00
|
300,000.00
|
|
Total Assets
|
745,313.85
|
760,980.43
|
774,583.57
|
776,450.16
|
|
Liabilities
|
287,173.32
|
285,683.72
|
284,312.59
|
283,333.97
|
|
Net
|
458,140.53
|
475,296.71
|
490,270.98
|
493,116.19
|
|
Change
|
17,156.18
|
14,974.27
|
2,845.21
|
Few points about this month:
– We had a hefty tax bill, largely in part due to the sale of our old place last year, which had been a rental since 2014. We were anticipating this.
– After substantial inflows into retirement accounts in February and March – a combination of bonuses, raises, and topping of Roth IRA for last year – April’s inflow should be norm for rest of the year.
– Also keep in mind that these numbers are a snapshot of a particular day; we report the current balance on the account.
Net Worth, Anon 