Category Archives: Net Worth

January 2021 Net Worth Update (+$76,949)

Overall January was another great net worth month. At one point, our net worth surpassed $1,370K, but retracked a bit towards the end of the month.  Our net worth increased $76,949.49 from last month to a total of $1,329,796.32 (see spreadsheet screenshot). Retirement Accounts Our retirement accounts are comprised of our 401(k)s, our Roth IRAs and our Traditional IRAs.  We contribute 6% to my wife’s 401(k).  My wife’s company matches up to 6% of her 401(K) contribution Read more [...]

December 2020 Net Worth Update (+$109,674)

Overall December was our 2nd largest net worth increase month ever, just behind our largest month of June 2016 ($130K increase). Our net worth increased $109,674.00 from last month to a total of $1,252,846.83 (see spreadsheet screenshot). We passed 11 net worth milestones ($1,150K to $1,250K) this month!  Such a blessing! Retirement Accounts Our retirement accounts are comprised of our 401(k)s, our Roth IRAs and our Traditional IRAs.  We contribute 6% to my wife’s 401(k).  Read more [...]

October 2020 Net Worth Update (+$22,428.71)

Overall In October, we passed our net worth milestones of $1,050K, $1,060K, and $1,070K, although we ended the month below $1,070K.  The growth rate of our net worth has been amazing this year.  We are averaging $24K increases every month. It feels like the stock market is due for a major correction in the next couple of years but in the meantime, we’ll keep enjoying the returns.  Our net worth increased $22,428.71 from last month to a total of $1,060,058.26 (see spreadsheet screenshot). Read more [...]

September 2020 Net Worth Update (+$4,578.30)

Overall We passed our net worth milestones of $1,040K in September but by the end of the month, we were slightly below the milestone.  The stock market took a beating this month and our investments reflect it. That being said, our net worth still increased $4,578.30 from last month to a total of $1,037,629.55 (see spreadsheet screenshot).    Retirement Accounts Our retirement accounts are comprised of our 401(k)s, our Roth IRAs and our Traditional IRAs.  We contribute Read more [...]

August 2020 Net Worth Update (+$42,629.34)

Overall We officially became millionaires in August! We passed our net worth milestones of $1,000K, $1,010K, $1,020K and $1,030K. Our net worth increased $42,629.34 from last month to a total of $1,033,051.25 (see spreadsheet screenshot).   Such a blessing! Retirement Accounts Our retirement accounts are comprised of our 401(k)s, our Roth IRAs and our Traditional IRAs.  We contribute 8% to my wife’s 401(k).  My wife’s company matches up to 6% of her 401(K) contribution Read more [...]

July 2020 Net Worth Update (+$87,101.96)

Overall July was one of the best months for our net worth. We passed our net worth milestones of $910K-980K this month. Our net worth increased $87,101.96 from last month to a total of $990,421.91 (see spreadsheet screenshot).   Retirement Accounts Our retirement accounts are comprised of our 401(k)s, our Roth IRAs and our Traditional IRAs.  We contribute 8% to my wife’s 401(k).  My wife’s company matches up to 6% of her 401(K) contribution and chips in an additional Read more [...]

June 2020 Net Worth Update (+$23,981.82)

Overall June was another outstanding month for our net worth.  Our net worth increased $23,981.82 from last month to a total of $903,319.95 (see spreadsheet screenshot).   Retirement Accounts Our retirement accounts are comprised of our 401(k)s, our Roth IRAs and our Traditional IRAs.  We contribute 8% to my wife’s 401(k).  My wife’s company matches up to 5% of her 401(K) contribution (100% vested when deposited) and chips in an additional 5% on top of the match Read more [...]

May 2020 Net Worth Update (+$60,778.03)

Overall May was another amazing month for our net worth.  Our net worth increased $60,778.03 from last month to a total of $879,338.13 (see spreadsheet screenshot).  The main driver was 3 years of my wife’s 401K company match vesting this month. Retirement Accounts Our retirement accounts are comprised of our 401(k)s, our Roth IRAs and our Traditional IRAs.  We contribute 8% to my wife’s 401(k).  My wife’s company matches up to 5% of her 401(K) contribution Read more [...]

April 2020 Net Worth Update (+$52,140.57)

Overall April was a HUGE improvement over last month for our net worth.  Our net worth increased $52,140.57 from last month to a total of $818,560.10 (see spreadsheet screenshot).  Such a blessing! Retirement Accounts Our retirement accounts are comprised of our 401(k)s, our Roth IRAs and our Traditional IRAs.  We contribute 8% to my wife’s 401(k).  My wife’s company matches up to 5% of her 401(K) contribution (100% vested when deposited) and chips in an additional Read more [...]

March 2020 Net Worth Update (-38,837.58)

Overall As expected, March was a rough month for our net worth.  Our net worth decreased $38,837.58 from last month to a total of $765,419.53 (see spreadsheet screenshot).  Retirement Accounts Our retirement accounts are comprised of our 401(k)s, our Roth IRAs and our Traditional IRAs.  We contribute 8% to my wife’s 401(k).  My wife’s company matches up to 5% of her 401(K) contribution (100% vested when deposited) and chips in an additional 5% on top of the Read more [...]