June 2017 Net Worth Update (+$26,879)




Highlights for June

  • Finally a net worth jump to get excited about. I've been a little frustrated with Mint lately as some of my account values weren't getting updated. I finally spent some time in June to get those fixed (painfully) and believe that is a major contributor to our net worth pop.
  • I received a small annual performance bonus from my employer in June.
  • My employer 401k plan announced a new opportunity to convert post-tax 401k contributions into a Roth IRA. This appears compelling and Im going to test the waters a bit. If this
    option is as good as I think it is, it seems to allow me the ability to effectively contribute and additional ~$25k USD into a Roth IRA each year. I've started contributions to it in June to see how well this works.
  • At the end of June we started our 2 week family summer road trip to Canada! Already had a minor car accident (other persons fault), here is to hoping the rest of the trip is smooth :-).


May 2017 Net Worth Update(+$12,231)




Highlights for May

  • Another month, more gains in the stock market. It seems to just go up, up, up. That is when I get uncomfortable as a value investor, who knows what will happen.
  • I had another 2 week business trip in May. Our expenses tend to run slightly higher when I'm traveling.
  • We enjoyed a friend's wedding over Memorial Day.


April 2017 Net Worth Update (+$8,354)




Highlights for April

  • Our net worth change was moderated with little market movements - our main change came from a bump in our international investments.
  • I had an uneventful 2 week AP business trip in April.
  • At the end of April we firmed up a summer road trip for the family to Canada - over 2 weeks! Should be an enjoyable adventure with the kids as long as we can map out some fun stops along the way.This included a couple AirBnb stays that we offset with some credit card bonus travel reimbursements.


March 2017 Net Worth Update (+$9,582)




Highlights for March

  • We purchased season passes for the 4 of us to Busch Gardens Williamsburg, VA for $246 (youngest was free). If we visit twice this summer we'll break even. We went for 1 day already in early April while my daughter was on Spring Break. Maybe not the most frugal expense, but should be worth it for some summer family fun.
  • My youngest daughter started teeball this month. I never played baseball so this is as much a learning experience for me as it is for her.
  • Otherwise things were pretty quiet this month.


February 2017 Net Worth Update (+$32,457)




Highlights for February

  • Stock markets drove another very good net worth gain for us this month with a $32k pop.
  • I signed my wife up for another Barclay Arrival credit card with 50,000 bonus points after $3,000 in spending (effectively a $500 bonus for us). I had read folks were able to leverage this bonus again as soon as they canceled their previous card. We cancelled my wife's previous Barclays card last year to avoid the annual fee so well see if this works.
  • Spending is higher than average in February primarily to us spending most of our 2017 healthcare deductible on long term prescriptions ($2,500+). I find utilizing my employer's high deductible insurance plan lowers our annual costs even though we are likely above average users of healthcare services. Still it mentally stings a bit early in the year as we meet our deductible.
  • Other notable expenses in February included our annual membership to a local summer pool $500 and a $1,000 prepayment to our local electric utility.
  • I moved some cash around in our taxable brokerage account to make some additional stock investments, hence the above average bump in our taxable brokerage accounts.


Last 15 Personal Finance Entries


02/24/2017 | 2016 Passive Income: Dividends
02/20/2017 | January 2017 Net Worth Update (+$12,144)
02/04/2017 | December 2016 Net Worth Update (+$19,452)
10/03/2016 | August 2016 Net Worth Update (+$27,077)
10/03/2016 | July 2016 Net Worth Update (+$33,703)
07/10/2016 | June 2016 Net Worth update (+7,831)
07/10/2016 | May 2016 Net Worth Update (+$12,330)
06/08/2016 | April 2016 Net Worth (+$19,978)
05/08/2016 | March 2016 Net Worth (+$62,928)
05/08/2016 | February 2016 Net Worth (+$21,570)
02/14/2016 | January 2016 Net Worth (-$63,181)
02/14/2016 | December 2015 Net Worth Update (-$15,351)
01/06/2016 | November 2015 Net Worth Update (+$13,459)
12/30/2015 | October 2015 Net Worth Update (+$67,372)
10/18/2015 | Kashi Settlement Up to $27.50 Back

About 2millionblog.com

A personal finance weblog of my journey to reach my goal of $2 million + the value of my primary residence.
Current Net Worth: $1,574,185

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