Tuesday, April 25, 2017

April 2017


Jan-2017
Feb-2017
Mar-2017
Apr-2017
Assets
Retirement
359,774.81
378,531.17
387,058.50
391,316.72
529college
14,317.25
14,746.21
15,188.09
15,378.18
Bank Accounts
47,050.67
42,856.20
47,770.74
44,260.80
Investments
12,282.92
12,755.09
12,452.12
13,378.60
Bonds
11,888.20
12,091.76
12,114.12
12,115.86
House
300,000.00
300,000.00
300,000.00
300,000.00
Total Assets
745,313.85
760,980.43
774,583.57
776,450.16
Liabilities
287,173.32
285,683.72
284,312.59
283,333.97
Net
458,140.53
475,296.71
490,270.98
493,116.19
Change
17,156.18
14,974.27
2,845.21


Few points about this month:
- We had a hefty tax bill, largely in part due to the sale of our old place last year, which had been a rental since 2014. We were anticipating this.
- After substantial inflows into retirement accounts in February and March - a combination of bonuses, raises, and topping of Roth IRA for last year - April's inflow should be norm for rest of the year. 
- Also keep in mind that these numbers are a snapshot of a particular day; we report the current balance on the account.

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