Net Worth – Q1 2017

We crossed the $100,000 mark in liquid assets this quarter!

Assets

  • Home (Estimated Market Value): $70,000
  • 401(k): $79,308
  • tIRA: $20,160
  • Non-Earmarked Cash: $2,959
  • HSA (invested portion): $1,028
  • Total: 173,455
  • Assets towards FI: $103,455
    • Approximate passive income this would generate annually: $4,138

Liabilities

  • Home Mortgage: $98,192 @6.5% –> PMI makes it effectively ~7.1%
  • Student Loan (Alchemist A): $603 @0.1%
  • Student Loan (Alchemist B): $20,372 @4.8% (variable)
  • Total: $119,167

Net Worth: $54,288

Net Worth Last Quarter: $41,004

Net Worth 1 Year Ago: $24,258

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

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