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Home > 2016 YTD Financial Update

2016 YTD Financial Update

December 29th, 2016 at 10:15 pm

Investment & Retirement Contribution

+10.2K Savings
+$40K - Vanguard VWENX Taxable
+$15.1K - 457 & 401K
+$5500 - ROTH VTSAX
+$17.5K - 457
+$3.1K – 529 Plan
+$14.1K Mandatory Contribution
+$105.5K Total Contribution

Mortgage Balance: $459,900
Home Value: $442,562
Underwater: -$17,338 Yikes!

We sold home and bought a new home causing our Net Worth to creep up very slowly in 2016 around $20K. The biggest gains are retirements and taxable account $105K contributions. This puts us $483K Net Worth. I expect to hit $600K NW by the end of 2017.

We also bought a new car that we paid cash for (2016 Sentra) for my daily commute.

We also plan to pay extra payment towards the mortgage next year bring that balance down to $420K.

1 Responses to “2016 YTD Financial Update”

  1. blog critical success factor analysis Says:

    Thankful for the report from you. Oh, I had no idea what was going to happen, so I decided to improvise. Be well!

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