May 2015 Net Worth Review

Wow - I didn't realize its been 5 months since my last review.  Time to get back on track....

Here's to the Numbers (since January 2015)!!

Cash - $29,103 ($6,104)
Investments - $170,469 ($11,868)
Home Value - $366,000 ($0)
Personal Assets - $47,700 (-$1,787)
Less: Liabilities - $305,084 ($157)

Assets -

Cash - Wow.  I'm very happy about our ability to save $6k while buying a bed, hanging a kid (and push present) and home upkeep.  We've set a goal of updating our kitchen in the next 24 months, so we've made a big push to allocate money to savings more in 2015.

Investments - Great example of how steady contributions can grow over time.  The markets have performed well and we've made our usual 401k and several 529 investments.

Personal Assets - 

Nothing to see here.  Just depreciation of my Sonata.

Liabilities -

Mortgage - $289,526 - Well, we refinanced at 3.875% and lowered our payments.  We did add some principal back to eliminate all of our closing costs - which was a nice boost to cash.

Student Loans - $2,629 - Just making our usual $100/month payments.  At 1.26%, I have no concern with paying them off early.

Acura Loan - $9,929 - Steady payments!
 

Total Joint Net Worth - $308,187.  A 5.5% increase since January and 3.7% since January! 

Retirement savings Up - Check.
Cash Levels - Check
Lowered Debt Payments - Check

Very happy with 2015 so far!!