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Net worth December 2012

January 12th, 2013 at 12:35 pm

A little late with this Big Grin

Well, as I wrote before I took the bull by the horns and bought a 2bd, 1.75bth Lake City condo in late October. I've included it and the mortgage in my calculations. To keep myself consistent, I'm still not including the farmette in (also because I don't have a good idea on its worth). The 20% down dropped my taxable cash position a bit, and I expect that it will drop a bit more because I do plan to bite the bullet and refresh the kitchen. However, the 401K/Roth IRA/403B accounts are doing well. According to my notes, I've been contributing the 16K/17K max in my 403B for 4 years, and have put 5K into a Roth for 6 years.

Starting in Jan 2013, I've decided to ease up on making the 403B contributions a bit - still will contribute 10K to it, but with mortgage, fees, property taxes, and other etceras I wanted to boost my paycheck a bit to compensate. (For the curious - from my credit union, I got a 15 yr fixed mortgage at 3%, for 126K. My CU appears not to be selling it to Fannie or Freddie). I've also cashed in my 1yr CD to consolidate accounts, and frankly, to get a slightly better interest rate in ING.

$305,846 IRA/403B
$162,373 Vanguard taxable
$42,488 stock
$14,061 I-bonds
0$ CDs
$68,023 ING
$3,235 immediate cash

$157,500 condo
-$124,888 mortgage

$628,818 total

December 2012 ($628,818 total, $290,180 in taxable cash accounts)
June 2012 ($617,902 total, $362,619 in taxable accounts)
December 2011 ($592,163 total, $356,567 in taxable accounts)
June 2011 ($596,791 total, $376,359)
December 2010 ($575,346 total, $356,542)
June 2010 ($553,023 total, $369,589)
December 2009 ($551,300 total, $385,771)
June 2009 ($512,054 total, $379,475)
Dec 2008 ($498,148 total, $386,021)
June 2008 ($524,261 total, $387,481)
Dec 2007 ($328,688 total, $192,747)
June 2007 ($176,422 total, $48,205)
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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