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Net worth, first half 2007

July 1st, 2007 at 05:22 am

Snapshot of net worth, first half of 2007

$128,217.03 IRA/403(B)*
$13,387.24 stock (4 DRPs)
$25,812.64 EE bonds, I bonds, T bills
$7,227.60 ING, PayPal savings
$1,777.12 immediate cash in checking/savings
----
$176,421.63 grand total

*Again, I've added about 40K to Vanguard, which I plan put into Roth IRAs in subsequent years.

I received the 3rd disbursement of the inheritance in March, which is why it jumped so. (No brilliance of my own, only the ability not to spend it!) I received a 4th disbursement in very late June. Because a chunk of it will be sent to sister to fund the joint account that will take care of the farmette, I decided to wait and count what was left of the funds in December 2007.

My ING/paypal accounts dipped a bit due to the Paris trip.

June 2007 ($176,422 total, $48,205 in taxable accounts)
By comparison:
Dec 2006 ($132,062 total, $40,329)
June 2006 ($120,261 total, $65,148)
Dec 2005 ($67,778 total, $23,740)
June 2005 ($46,115 total, $11,293)
Dec 2004 ($38,338 total, $7,558)
June 2004 ($29,050 total, $4,533)

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