Tag Archives: net worth

Wall Street Journal Reviews the Balance Sheet of the Wealthy and Upper Middle Class

A few years back I wrote a post highlighting the common traits I often saw on high net worth balance sheets on a weekly basis at my job.  It wasn’t scientific at all, but rather, anecdotal similarities I saw working as back office support in a financial and estate planning office.  Notwithstanding my 200 word

January 2015 Net Worth Update

I can’t believe it has been 4 years since I started tracking my net worth.  I wasn’t (nor am I currently) providing my net worth, so what I decided to do was just assign myself a net worth of zero and then provide monthly updates thereafter tracking my growth.  For the most part it doesn’t provide

December 2014 Net Worth Update

I write this update on the night of my son’s 4th birthday.  It is almost unbelievable to me that I have a 4 year old! I know it such a cliche statement, but it is incredible how fast time flies.  I almost remember writing the post welcoming him to this world.  I know there is

November 2014 Net Worth Update

I had a shocking email from Mint this past month.  It alerted me to a credit card late penalty!  I was pissed I had missed this credit card when I created my debt tab which indirectly caused me to just ignore the card for the past two months.  Couple that with the fact that it

October 2014 Net Worth Update

With the S&P down for the month, I didn’t think this was going to be a particularly good month for my net worth calculations, and I was correct.  As I mentioned last month,for the first time in years, I have some debt I have to get rid of.  I think I only mention it to

September 2014 Net Worth Update

For the first time in two and a half years I failed to update my net worth (either on my spreadsheet or on this blog).  The fantastic summer I have had this year has really derailed me in both in terms of keeping up with my blog and my personal finance goals.  Now that it