Thursday, September 04, 2008

Net Worth Statement: September 2008

 

Assets

August

September

Difference

% change

Checking+Savings

$3,538.00

$4,600.00

$1,062.00

30.02%

Home

$124,500.00

$124,500.00

$0.00

0.00%

Rental

$72,348.00

$72,348.00

$0.00

0.00%

401k

$3,979.00

$4,038.45

$59.45

1.49%

529

$225.00

$235.00

$10.00

4.44%

Roth

$967.87

$1,000.00

$32.13

3.32%

Misc (Car, etc)

$7,000.00

$7,000.00

$0.00

0.00%

Total Assets

$212,557.87

$213,721.45

$1,163.58

0.54%

Liabilities

August

September

Difference

% change

CC

$452.00

$0.00

-$452.00

-100.00%

Home

$97,870.00

$97,770.00

-$100.00

-0.10%

Rental

$66,596.00

$66,540.00

-$56.00

-0.08%

HELOC

$9,100.00

$9,050.00

-$50.00

-0.55%

Student Loans

$54,400.13

$54,390.37

-$9.76

-0.02%

Total Liabilities

$228,418.13

$227,750.37

-$667.76

-0.29%

Net Worth

-$15,860.26

-$14,028.92

$1,831.34

13.05%

 

I’m finally back at the Net worth balance I was at in June. 

Credit Cards: Nothing new here. 

Home:  Nothing new.

Roth:  I finally hit $1,000 in my Roth /Emergency Fund.  Everything was automated so it was hardly any work at all.  I wish I had started this five years ago. 

Efund: Hopefully my sis will give me the money she owes me this month and it should bump me up $1,000.  I’ll keep my fingers crossed.

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