Sunday, October 6, 2013

Net Worth Update - End of Third Quarter 2013

Here is the update on my net worth!

Assets:
Approximate value of our house: $215,015 (+$13,863 since last quarter) (Estimation from Zillow)
Roth IRA: $31,475 (+$2,771 since last quarter)
Simple IRA: $6,482 (+845 since last quarter)
Regular IRA: $3,920 (+$1,264 since last quarter - invested $1,000 since)
Lending Club: $214 (+$3 since last quarter)
Savings (including emergency fund): $33,967 (+$5,436 since last quarter)


Total assets: $291,073 (+$24,182 since last quarter)

Liabilities:
Mortgage: $173,369 (-$1,540 since last quarter)

Total net worth including our house: $117,704
Difference since last quarter: +$25,722


This is the net worth calculation not including the value of our house:
Assets:
Roth IRA: $28,704
Simple IRA: $5,637
Regular IRA: $2,656
Lending Club: $211
Savings (including emergency fund): $28,531

Total assets: $76,058 (+$10,319 since last quarter)

Liabilities:
Mortgage: $173,369 (-$1,540 since last quarter)

Total net worth not including the house: -$97,311
Difference of +$11,859

Either way you look at it, it was a good past three months. I am now in the "6-figures" for the net worth including the house and out of the "negative 6-figures" for my net worth not including the value of our house.

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