
That was one hell of a month! It more than made up for the previous month, though the swings were not quite enough to get us over the line on another milestone or two. The numbers keep getting bigger, but being over a million away from FI really makes them feel less impactful despite the growth.
| Category | May 2026 | Change |
|---|---|---|
| Savings | $120,650 | -7.3% |
| Investments | $500,011 | +10% |
| Cars | $61,689 | -0.9% |
| House | $600,615 | +0.8% |
| Retirement | $945,848 | +9% |
| Mortgage | $338,590 | -0.3% |
| Credit Cards | $0 | 0% |
| Net Worth | $1,890,123 | +6.8% |
| Invested Assets | $1,445,859 | +9.5% |
The savings dipped predictably as we finally booked some more of our summer travel and ended up forking over the money for that. Next month’s net worth check in will see that dropping even more, as we replaced our roof and the vast majority of our house savings will be going to that once the check clears.
However! Hell of a month otherwise. Suddenly, we’re within a couple good swings of a million in pure retirement funds, similarly close to a $2MM net worth, and while this accounting took the value of our invested assets as of May 1st, as of today (May the 4th be with you), we’re at $1.5MM in invested assets. All of which is very neat, and will hopefully continue to take the sting out of handing over $15k in cash and financing another $9k beyond that. Hooray!
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