Saturday, July 26, 2025
Update on 2025 Goals
Saturday, July 19, 2025
Net Worth Update July 2025
Savings
$5,172 Ally Savings Account (The roof and the hot water heater has been replaced!)
$50,411 Marcus Savings Account
$93,196 Retirement- Roth IRA
111,558 Taxable Brokerage (Retirement)
$23,234 Former Employer 401k
$24,982.23 Current Employer 401k
$15,000 Private Investment
$5,000 Private Investment
$25,697 Bank Account
Home-
$434,300 per zillow
Total (not including home): $354,250
Total (including home): $788,550
Liabilities-
Mortgage $126,197
Total (not including mortgage): $0
Total (including mortgage): -$126,197
Total Net Worth(not including mortgage/home): $354,250
Total Net Worth(including mortgage/home): $662,353
Net worth, not including mortgage/home, increased by $10,693 from January 2025 (last net worth update)
Net worth, including mortgage/home, increased by $25,889 from January 2025 (last net worth update)
Notes- home value increased by approximately $6k.
mortgage paid down by approximately $9k
Sunday, February 23, 2025
Taxes!
However, in my field, due to bonuses, etc., I went ahead and made the 2024 estimated tax payments. So, now I will be getting approximately $4,000 back. It's irritating, but I'd rather get the money back than pay penalties.
Sunday, January 26, 2025
2025 Goals
Friday, January 24, 2025
Net Worth Update January 2025
Savings
$19,132 Ally Savings Account (Saved for Roof Replacement)
$40,817 Marcus Savings Account
$85,892 Retirement- Roth IRA
106,141 Taxable Brokerage (Retirement)
$22,779 Former Employer 401k
$16,435 Current Employer 401k
$15,000 Private Investment
$5,000 Private Investment
$32,361 Bank Account
Home-
$428,100 per zillow
Total (not including home): $343,557
Total (including home): $771, 657
Liabilities-
Mortgage $135,193
Total (not including mortgage): $0
Total (including mortgage): -$135,193
Total Net Worth(not including mortgage/home): $343,557
Total Net Worth(including mortgage/home): $636,464
Net worth, not including mortgage/home, increased by $71,971 from April 2024 (last net worth update)
Net worth, including mortgage/home, increased by $71,942 from April 2024 (last net worth update)
Notes- home value decreased by almost $10k.