Net Worth – April 2010

by Forest on April 6, 2010

 

Here’s a snapshot of our finances as of April 1, 2010.

SAVINGS (Checking, ING Savings) +4,143 to $36,262

Our cash savings got a nice bump from our big tax return and our diligent saving.

INVESTMENTS (Fidelity,  Zecco, Edward Jones, Prosper and ESPP) +$210 to $13,287

Would have liked to seen this one go up a bit more, but what can you do?

RETIREMENT (Roth IRA, Current 401k, Former 401k, Bird’s Former 401k, Bird’s Current 401k) +$7,745 to $60,182

Our retirements got a nice boost because I finally got vested in March.

STUDENT LOANS  +$228 to $27,062

After I figured out that Bird’s loan was in deferrment, I went ahead and made a payment anyways.  We are going to keep knocking these down slowly but surely.

Overall, our net worth was up 18 percent to $82,669.

Well, it didn’t feel like it as we went through March, but it turned out to be a pretty amazing month.  Just last month we were crossing the 70k mark and here we went and crossed the 80k mark.  Almost 10% of the way to millionaire status.  :)   Another highlight this month was crossing the 100k mark in total assets.

{ 2 comments… read them below or add one }

1 Lola April 7, 2010 at 7:23 pm

Looks like a really solid month, even taking the tax refund as a special case. Good for you!

I take it the move to the townhouse (with loss of the tenant’s rent) is not affecting your cash flow/savings rate?

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2 Forest April 7, 2010 at 8:18 pm

Good question. Actually, I was losing money every month on the renter, so if anything, moving in has helped!

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