We made it over the $400,000 net worth marker this month! Due largely to some nice gains in our Apple stock position, we beat our stock performance index and turned in some decent investment gains. This was also the first month that we didn’t have a $700+ monthly payment on the home equity loan that we took out for the solar panel installation. Thanks to last month’s tax rebate, we made a big payment towards the loan and refinanced it down to a much more manageable $200+ monthly payment.
Note, I noticed an error with the net worth report that has probably been in place for quite a while… The “Total Liabilities” line was pulling data from another spreadsheet rather than summing the 3 liability categories. The problem did not affect the bottom line due to how the spreadsheet is setup, but it is the reason there is a $10,064 reduction in the “Mortgage” line this month. Sorry!