Another month it brings the most comprehensive NW update I have done in a couple years.
| Assets | ||
| Real Estate | Value | Monthly Income |
| IA Rental 3818 | $130,000 | $1,050 |
| CO Duplex 1060 | $580,000 | $1,000 |
| Real Estate Total | $710,000 | $2,050 |
| Tax Advantaged Accounts | Value | |
| 457 | $69,600 | |
| 401k | $58,000 | |
| IRA | $74,000 | |
| ROTH IRA | $56,000 | |
| Spousal IRA | $35,700 | |
| 529 | $16,000 | |
| Tax Advantage Total | $309,300 | |
| Investments | Value | |
| Brokerage Vanguard | $126,000 | |
| Brokerage WeBull | $12,300 | |
| Crypto | $42,000 | |
| Retail Business | $415,000 | |
| Total Investments | $595,300 | |
| Cash/Savings | Value | |
| Checking | $70,000 | (multiple closings soon) |
| Real Estate Checking | $7,500 | |
| Sold business note | $17,000 | |
| Total Cash/Savings | $94,500 | |
| Total Assets | $2,018,400 | |
| Liabilites | Type | Amount |
| Mortgage CO Duplex | Mortgage | $399,000 |
| Business buyout loan | Business | $97,500 |
| Total Liabilities | $496,500 | |
| Total NW March 2021 | $1,212,600 | |
March 2021 Goals
- Set ourselves up to max the 529 each year for the next five years. (already done for 2021)
- $2,000,000 NW by April 2024 – Current FI goal date.
- Continue moving after tax investments from apps and into real estate; purchase 3 rentals by June 2022.
- Invest $50,000 additional into CO Duplex in improvements to create a better income property by April 2023.
- Continue to max 457 and 401k until April 2024
Fire Dad 