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Home > Category: Net Worth
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Viewing the 'Net Worth' Category
June 3rd, 2025 at 09:24 am
TSP $1,315,805
IRA $387,414
Brokerage $11,077
Investments Subtotal $1,714,296
Home Equity $140,000
Savings $5,530
May 2025 Net Worth $1,859,826
April 2025 Net Worth $1,761,972
Monthly Loss/Gain $97,854
I am depleting my savings to pay off debt this month. It makes me nervous to see the balance go so low, but debt makes me nervous as well.
Posted in
Debt diet,
Net Worth,
Debt
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2 Comments »
May 5th, 2025 at 04:38 pm
TSP $1,236,104
IRA $365,510
Brokerage $9,957
Total Investments $1,611,571
Other Assets:
Home Equity $140,000
Savings $10,400
Total Net Worth $1,761,971
March 2025 Net Worth $1,755,161
Monthly Loss/Gain $6,810
Posted in
Net Worth
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1 Comments »
April 11th, 2025 at 02:31 am
TSP $1,232,064
IRA $363,335
Brokerage $9,492
Savings $10,270
Home Equity $140,000
March 2025 Net Worth $1,755,161
February 2025 Net Worth $1,835,751
Monthly Loss/Gain -$80,590
Posted in
Net Worth
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3 Comments »
March 8th, 2025 at 10:41 am
TSP $1,297,598
IRA $378,475
Brokerage $9,539
Total Investments $1,685,612
Savings $10,139
Home Equity $140,000
Feb 2025 Net Worth $1,835,751
Jan 2025 Net Worth $1,866,262
Monthly Loss/Gain -$30,511
Checking $6,698
Car $11,000
Posted in
Net Worth
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3 Comments »
February 1st, 2025 at 07:25 pm
First net worth for 2025! How did I fare? Pretty good! Despite the panic posts I kept seeing, I didn't pay too close attention. I ended up a significant amount for the month when the dust settled.
TSP $1,321,757
IRA $381,285
Brokerage $9,221
Sub-total of Investments $1,712,263
Savings $14,99
Sub-total cash assets $1,727,262
House Equity $139,000
January 2025 Net Worth $1,866,262
December 2024 Net Worth $1,805,796
Monthly Gain Loss $60,465
Checking $2,065
Car $11,000
Posted in
Net Worth
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1 Comments »
January 12th, 2025 at 12:11 pm
For 2024, I completed all of my goals save for the savings goal. For the last few months I had to pause savings as I was spending so much money due to the new home & move.
I did not get my eye surgery this year & I am expecting to have a surgery for my fibroids so some of my FSA money will probably go towards that. I will reassess having eye surgery. I got contacts, but I am not happy with them yet.
2024 Goals:
$23,000 TSP ✅
$6,000 TSP employer match ✅
$7,000 IRA ✅
$6,000 brokerage ✅
$12,000 savings ❌
$2,600 FSA (to fund my vision surgery) ✅
My Net Worth increased by $316,569 in 2024.
2023 Net Worth $1,489,227
2024 Net Worth $1,805,796
Posted in
Net Worth,
Personal Finance
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2 Comments »
January 10th, 2025 at 11:37 pm
TSP $1,274,564
IRA $368,934
Brokerage $8,447
Investments Sub-total $1,651,945
Savings $14,851
Home Equity $139,000
December 2024 Net Worth Total $1,805,796
November 2024 Net Worth Total $1,858,899
Monthly Loss/Gain -$53,103
Other Assets:
Car $11,000
Checking $4,071
Posted in
Net Worth,
Personal Finance
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2 Comments »
December 3rd, 2024 at 05:53 am
TSP $1,319,624
IRA $379,382
Brokerage $8,194
Sub-Total Investments $1,707,200
Savings $12,699
House Equity $139,000
November Net Worth $1,858,899
October Net Worth $1,762,802
Monthly Gain/Loss $96,097
Other Assets:
Car $11,000
Checking $5,207
Posted in
Net Worth
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2 Comments »
November 10th, 2024 at 09:30 pm
TSP $1,240,049
IRA $361,961
Brokerage $7,210
Investments Sub-total $1,609,220
Savings $14,882
Home Equity $138,700
October Net Worth $1,762,802
September Net Worth $1,789,495
Monthly Gain/Loss -$26,693
Car $11,000
Checking $4,939
Posted in
Net Worth
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5 Comments »
October 2nd, 2024 at 04:50 pm
Total Investments $1,629,864
Savings $20,931
Home Equity $138,700
September 2024 Net Worth $1,789,495
August 2024 Net Worth $1,760,970
Monthly Gain/Loss $28,525
September was so very expensive: moving, new home, new furniture, a lot of home supplies & services purchased. I'm looking forward to settling into a more normal or routine schedule as far as expenses goes.
Posted in
Home sweet home,
Spending stuff,
Net Worth,
Budgeting,
Personal Finance
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5 Comments »
September 7th, 2024 at 04:03 am
TSP $1,230,506
IRA $360,024
Brokerage $6,141
Total Investments $1,596,671
Savings $25,823
Home Equity $138,476
August 2024 Net Worth $1,760,970
July 2024 Net Worth $1,709,201
Monthly Gain/Loss $51,769
Other Assets
Checking $9,070
Car $13,000 (average)
Posted in
Net Worth
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3 Comments »
September 3rd, 2024 at 08:07 am
I posted my net worth update on the 1st & again a blog has disappeared. It's so frustrating when that happens. This one had my first numbers for the house as well. I am finally moving today, but I will repost the blog when I get a chance.
Posted in
Home sweet home,
Net Worth
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1 Comments »
August 3rd, 2024 at 02:16 am
TSP $1,201,990
IRA $351,497
Brokerage $5,504
Total Investments $1,558,991
Savings $150,210
July Net Worth $1,709,201
June Net Worth $1,656,396
Monthly Gain/Loss $52,805
Checking $10,659
Car $10-16k
Posted in
Net Worth
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0 Comments »
July 13th, 2024 at 08:59 am
On Wednesday I met my next goal of $1,200,000 in my TSP. Friday my TSP closed at $1,209,480,85. Let's see how we end the month!
Posted in
Net Worth
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2 Comments »
July 6th, 2024 at 03:25 pm
I just posted my June New Worth, then eclipsed that with this week's gains. So much in fact that Monarch had me surpossed $1.7 million for the first time. Pretty cooly. Lucky 7! I will feel very confident when I reach $2 million. That is my goal by age 50.
Posted in
Net Worth
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1 Comments »
July 1st, 2024 at 12:50 pm
Good Morning and Happy July! It's been over a week since I've seen the house. I'm headed there this morning for doctor appointments and will stop by to see the updates. I'm antsy to see whatever progress they've made. I don't get nearly enough pictures. 🏡
TSP $1,169,909
IRA $342,831
Brokerage $4,946
Investments Total $1,517,686
Savings $138,710
June Net Worth $1,656,396
May Net Worth $1,624,404
Monthly Gain/Loss $31,992
Checking $13,428
Car Value $10,000-16,000
Posted in
Savings stories,
Home sweet home,
Net Worth,
Personal Finance,
Saving Money
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2 Comments »
June 1st, 2024 at 10:35 pm
TSP $1,146,260
IRA $337,601
Brokerage $4,305
Total Investments $1,487,166
Savings $137,238
May 2024 Net Worth $1,624,404
April 2024 Net Worth $1,549,558
Monthly Gain/Loss $74,846
Checking $13,490
Car Value $10,000-16,000
Posted in
Investing ideas,
Retirement readings,
Savings stories,
Net Worth,
Investing,
Personal Finance,
Retirement,
Saving Money
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1 Comments »
May 2nd, 2024 at 09:30 am
TSP $1,093,655
IRA $321,527
Brokerage $98,438
Investments $1,513,620
Savings $35,938
April 2024 Net Worth $1,549,558
March 2024 Net Worth $1,612,782
Monthly Gain/Loss -$63,224
Checking $10,779
Posted in
Net Worth,
Personal Finance
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4 Comments »
March 29th, 2024 at 08:52 pm
Today is Good Friday and the markets are closed. I can update my investments, but will have to wait until Monday to add my savings & cash, and calculate my total monthly gain.
TSP $1,141,985
IRA $333,541
Brokerage $102,440
Investments $1,577,966
Savings $34,816
March 2024 Net Worth $1,612,782
Monthly Gain Loss $53,939
Checking $19,155
My brokerage account is earmarked for my downpayment on my home, which is scheduled to be completed 6 months from now. I'm glad to have 6 more months to accumulate savings. I know they say that a downpayment shouldn't be invested aggressively, but I don't want to pull the money prematurely.
Posted in
Investing ideas,
Retirement readings,
Savings stories,
Home sweet home,
Net Worth,
Investing,
Personal Finance,
Retirement,
Saving Money
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0 Comments »
March 2nd, 2024 at 02:47 pm
TSP $1,103,630
IRA $322,758
Brokerage $98,764
Total Investments $1,525,152
Savings $33,691
February 2024 Net Worth $1,558,843
January 2024 Net Worth $1,481,220
Monthly Loss/Gain $77,623
Other Assets:
Checking $19,386
Car $10,575-16,372 (estimates)
I added my VIN to Monarch & got a vastly different car value than the one estimated from Credit Karma. Interesting. I really don't look at my car like true asset, but it does have value. However, if I had to replace my car I'd definitely be out more money.
I am sticking with Monarch. Mint was free, but I paid $50 for the year. I think it's worth it. I think it's the closest to replicating what Mint was. Still keeping Credit Karma as well.
Piling up cash as I really get serious about looking at houses is a big priority. I want to be back in my hometown by Christmas. So if I'm building I need to start soon.
Posted in
Home sweet home,
Net Worth,
Personal Finance
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0 Comments »
February 5th, 2024 at 12:44 am
Investments $1,448,641
Cash Savings $32,579
January 2024 Net Worth $1,481,220
December 2023 Net Worth $1,470,019
Monthly Gain/Loss $11,201
I don't include the below in my net worth.
Checking accounts $17,979
Car value $11,000
Posted in
Savings stories,
Net Worth,
Personal Finance,
Saving Money
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0 Comments »
January 4th, 2024 at 01:38 am
Investments $1,438,561
Savings $31,458
December Total $1,470,019
November Total $1,388,506
Monthly Gain/Loss $81,513
Not included, but worth mentioning. Checking accounts were $19,208 total & car value at lowest estimate is $11k. This puts me at $1.5 million net worth for the first time.
Posted in
Investing ideas,
Retirement readings,
Savings stories,
Net Worth,
Investing,
Personal Finance,
Retirement,
Saving Money
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1 Comments »
December 30th, 2023 at 03:54 pm
2023 Q4 is done for the year:
TSP $1,040,872
IRA $306,280
Brokerage $91,409
Total Investments $1,438,561
For comparison, 2022 Q4:
TSP $810,864
IRA $243,949
Brokerage $79,994
Total Investments $1,134,888
ANNUAL Gain/Loss $303,673
Posted in
Retirement readings,
Savings stories,
Net Worth,
Investing,
Personal Finance,
Retirement,
Saving Money
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1 Comments »
December 13th, 2023 at 04:41 pm
Yesterday my Thrift Savings Plan balance crossed $1 million for the first time. $1,001,824.87 to be exact.
My Roth IRA balance is $295,011.92. If this holds steady I can expect to cross $300k next year.
Posted in
Investing ideas,
Retirement readings,
Net Worth,
Investing,
Personal Finance,
Retirement
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7 Comments »
December 10th, 2023 at 02:44 pm
$994,975.78 was my account balance on Friday. Getting close!
Posted in
Investing ideas,
Net Worth,
Investing
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1 Comments »
December 2nd, 2023 at 10:41 am
One of my CDs pays the monthly dividend on the 1st so I'm always a day late.
TSP $980,827
IRA $290,549
Brokerage $86,295
Total Investments $1,357,671
Cash Savings $30,835
Total Net Worth $1,388,506
Monthly Gain/Loss +$117,446
Checking $16,841 (included this month just to give an idea of what I usually have for cash flow, not included in my net worth calculation)
Car $15,062 (checked Kelley Blue Book value this morning, also not included in my net worth calculation)
My investments gained another $14,000 just one day later. I'm less than $9,000 away from reaching one million in my TSP. So close!
Posted in
Investing ideas,
Retirement readings,
Savings stories,
General musings,
Net Worth,
Investing,
Personal Finance,
Retirement,
Saving Money
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1 Comments »
December 1st, 2023 at 12:49 pm
I had an alert set on my phone to open another CD at Capital One today, but have been thinking that I would just keep it liquid while looking for a house. I have two CDs maturing on January 2nd and February 1st and those are both set to transfer to savings rather than renew. That will give me a nice cushion for the new home purchase. Also, I checked rates this morning and the 5.30% 10 month CD is now 4.30%, which is what their savings account is paying. I can go to 12 months for 5.00%, but I think it's better to hold on to cash.
Net worth looks great for November. I'll post final numbers today or tomorrow. Investments are almost to July 2023 numbers. I have exceeded the high of 2021 Q4, but only because of added contributions. I am on track to max out my retirement plans.
Posted in
Investing ideas,
Retirement readings,
Savings stories,
Net Worth,
Investing,
Personal Finance,
Retirement,
Saving Money
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0 Comments »
November 3rd, 2023 at 12:54 am
October was not a good month financially, but I had a lot of fun. I vacationed in Napa Valley & Lake Tahoe. I got back to dancing again with salsa & bachata lessons. I walked regularly. I lost weight. I looked at future homes. I still worry & pray about my mom, but I had more to sustain & relax me.
Investments $1,240,842
Cash Savings $30,218
Total $1,271,060
Monthly Gain/Loss -$35,869
My net worth dipped below $1.3 million, but I'm not worried. I don't know what the markets will do short term, but I have faith in investing long term. Next month I will have another $10,000 to ladder into a CD. Capital One is paying 5.3% for a 10 month CD. And my checking account is paying 5.25%.
Posted in
Investing ideas,
Home sweet home,
General musings,
Net Worth,
Travel Tales,
Investing,
Personal Finance
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1 Comments »
October 5th, 2023 at 02:26 am
Investments $1,277,331
Cash Savings $29,599
Total $1,306,930
Monthly Loss/Gain -$55,424
Quarterly Loss/Gain -$33,096
July was such a promising month, but it's been downhill since then. At least the interest rates on savings is paying a little more. I may lock in some more money in CDs before interest rates start dropping.
Posted in
Investing ideas,
Savings stories,
Net Worth,
Investing,
Personal Finance,
Saving Money
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2 Comments »
September 7th, 2023 at 03:00 am
Investments $1,333,367
Cash Savings $28,987
Total 1,362,354
Monthly Gain/Loss -$30,326
Posted in
Net Worth
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1 Comments »
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