Saturday, July 19, 2025

Net Worth Update July 2025

  


Here's where the numbers stand.

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 

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