Friday, March 20, 2015

Updated Net Worth and Housekeeping

I'm continuing to work on getting our finances back under control. I spent some time this morning working on updating our net worth numbers.  Our net worth is now above the $1.5 million number.

Net Worth IQ web site continues to be flaky, but when its up I prefer to keep my data there.  I've added entries for November 2014 - February 2015 but they are not accurate.  I will be working to add the correct data over the next couple of weeks.

Additional good news, our primary mortgage is now below $220,000.  I will be super excited when its below $200,000 although prepaying the mortgage is unlikely to be something we will be working on any time soon.

In baby news, I opened a savings account at Wells Fargo for Baby Sam for monies received as gifts.  We have been researching college savings plans and at this point we have settled on a 529 plan rather than Florida Prepaid.  More about that research later.

Finally, I am almost done with our 2015 Spending Plan which will influence and direct our 2015 Plan.  More about that later too.


Anonymous said...


Congratulations on the baby. I missed you and wondered in you had quit blogging. It's expensive but babies are worth the cost.


Angie said...

I've also been frustrated with NetworthIQ, so I moved over to NetworthShare. If you set your NetworthIQ profile to public, you can even have them transfer your networth history, which made it worth it to me.

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