I suppose I should be thankful that the continuing ascent of the market arrived the same month that we finally were invoiced for our new roof, and forked over $15,000 of our savings as a partial payment on the $23,000 bill. This month we were not billed for the rest, but next month we’ll finally have a balance in the credit column, alas.

CategoryJune 2026Change
Savings$106,333-12%
Investments$526,536+5.3%
Cars$62,136+0.7%
House$601,640-0.2%
Retirement$995,104+5.2%
Mortgage$337,913-0.2%
Credit Cards$00%
Net Worth$1,953,835+3.4%
Invested Assets$1,521,640+5.2%

No surprise, our savings went down on the month we tossed a bunch of cash out for home repairs/improvements. It is wild to be within $5,000 of a million in pure retirement funds, but also wild that our investments increased by over $25k in a single month. Keep making hay while the sun shines, I guess! Similarly, we finally officially passed $1.5MM in invested assets and are within striking distance of $2MM net worth. For the first time, when I was transferring these numbers over from my spreadsheet and running the percentage change calculation against them, I was struck by how small the mortgage seems, now. When we first took it out, the idea of borrowing hundreds of thousands of dollars and paying it off less than $800 at a time seemed horrifying, but now that our retirement and investments have so thoroughly outpaced the mortgage, it seems… small? Perspective is a funny thing.


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