Net Worth – Q1 2016

Assets

  • Home (Estimated Market Value): $70,000
  • 401(k): $59,194
  • tIRA: $17,090
  • Non-Earmarked Cash: $3,000
  • HSA (invested portion): $922
  • Total: 150,206
  • Assets towards FI: $80,206
    • Approximate passive income this would generate annually: $3,208

Liabilities

  • Home Mortgage: $101,803 @6.5% –> PMI makes it effectively ~7.1%
  • Student Loan (Chief): $–>retired since last update
  • Student Loan (Alchemist A): $1,396 @0.1%
  • Student Loan (Alchemist B): $22,624 @3.9%
  • Medical Debt @0%: $125
  • Total: $125,948

Net Worth: $24,258

Net Worth Last Quarter: $9,863

Net Worth 1 Year Ago: $5,848

Net Worth At the Start (End 2013): -$33,948

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