I had to double-check my numbers when updating my spreadsheet’s line item for my husband’s IRA – did it really increase by almost $3k in one month? It did, which was only shocking because I had forgotten how low the end of the previous month had ended. $2716 increase on a mid five figure balance – phew!
| Category | December 2024 | Change |
|---|---|---|
| Savings | $141,898 | +8% |
| Investments | $409,579 | +5% |
| Cars | $54,498 | -0.3% |
| House | $592,722 | +2% |
| Retirement | $627,359 | +4% |
| Mortgage | -$351,607 | -0.2% |
| Credit Cards | -$143 | -58% |
| Car Loans | $0 | 0% |
| Net Worth | $1,474,306 | +4.8% |
| Invested Assets | $1,036,938 | +4.5% |
Almost all green this month! It was another vesting month and the company stock is up 53% since the last vest, so there was a lot more cash to throw into savings for later. On top of that, the market had an absurd month, seeing us finally sticking over a million in invested assets. Next big milestone is $1.5MM net worth and $500k in our brokerage account!
Violet Sky 
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