It’s the end of another quarter, which means it’s time for another net worth check-in! As a reminder, Mr. Steward and I have wholly joint finances, so this is everything for our family of four.
|Savings (Emergency Fund)||15,741.18|
|Mr. Steward Pre-Tax||56,184.77|
|Mr. Steward Roth IRA||3,406.32|
|Ms. Steward Pre-Tax||22,107.96|
|Ms. Steward Roth IRA||4,953.40|
|Ms. Steward HSA||1,309.45|
|Ms. Steward Fun Fund||390.56|
|Credit Cards (Paid Off Before Interest)||1,008.36|
We also have two 529s for our daughters, currently at $4,797.01 and $1,714.08.
The Big Changes
Our house value keeps going up and up, this quarter around $10,000. The housing market in our area is white-hot right now. I don’t suspect it will stay valued so highly, but it’s fun to see for now!
Health Savings Accounts (HSAs)
Our company recently announced that they will offer a high deductible health plan, enabling us to once again fund an HSA beginning next year. Since HSAs are currently the best retirement account around, we’ll likely reduce our 401k contributions (currently at 17%) to be able to maximize our HSA contributions once we’re able.
How was your quarter?