Friday, April 29, 2016

Net worth update: 2nd quarter of 2016

Oops a little late on this for the beginning of the second quarter. Most of my numbers are looking good. My 401(k) is doing well due to investing so much out of each paycheck. The balance on the mortgage is decreasing (although still not as fast as I'd like it to).

Assets:
Approximate value of our house: $243,067 (+$2,131 since last net worth update) (Estimation from Zillow)
Roth IRA: $40,704 (+$79 since last net worth update)
Simple IRA: $7,373 (-$310 since last net worth update)
Regular IRA: $6,826 (+$150 since last net worth update)
401(k): $19,271 (+$7,177 since last net worth update)
Savings (including emergency fund): $38,422 (+$2,326 since last net worth update)

Total assets: $355,663 (+$11,553 since last net worth update)

Liabilities:
Mortgage: $148,228 (-$4,353 since last quarter)

Total net worth including our house: $207,435
Difference since last quarter: +$15,906


Calculation of my net worth not including the house:

Roth IRA: $40,704
Simple IRA: $7,373
Regular IRA: $6,826
401(k): $19,271
Savings (including emergency fund): $38,422

Total assets: $112,596

Liabilities:
Mortgage: $148,228

Total net worth not including the house: -$35,632
Difference of +$13,775 since last net worth update