Loans

LoansInterestStartingAmountLast MonthChangeTotal Paid OffTotal PaymentsEst. Payoff Date
Law Loan J7.90%$42,522.00$32,424.79$32,424.79$0.00$10,097.21$14,151.76Jul 2021
Law Loan C7.90%$34,674.00$50,842.08$50,842.08$0.00-$16,168.08$14,151.76Apr 2023
Law Loan I7.90%$40,705.00$37,204.67$37,204.67$0.00$3,500.33$14,151.76Jul 2024
Law Loan F6.80%$44,500.00$59,017.14$59,017.14$0.00-$14,517.14$14,151.76Apr 2026
Law Loan D6.80%$17,000.00$17,085.41$17,085.41$0.00-$85.41$14,151.76Sep 2026
Law Loan B4.60%$16,047.39$15,461.08$15,461.08$0.00$586.31$14,151.76Feb 2027
Law Loan A4.60%$9,245.38$10,195.23$10,195.23$0.00-$949.85$14,151.76April 2027
Spouse Private Loan3.49%$18,798.67$12,345.85$12,791.10-$445.25$6,452.82$11,940.32Nov 2024
Spouse Fed Loan A3.10%$5,500.00$2,974.97$2,974.97$0.00$2,525.03$6,990.11Apr 2025
Spouse Fed Loan C3.60%$5,500.00$3,010.23$3,010.23$0.00$2,489.77$6,990.11Apr 2025
Spouse Fed Loan D3.60%$7,000.00$3,936.57$3,936.57$0.00$3,063.43$6,990.11Apr 2025
Car Loan3.19%$18,840.11$17,591.90$17,854.04-$262.14$1,248.21$1,488.29Jan 2026
Mortgage3.06%$365,000.00$359,235.44$359,882.48-$647.04$5,764.56$18,900.00Dec 2051
TOTAL LOAN AMOUNTS$621,325.36$622,679.79$4,007.19$152,361.26
Total Last Month$622,679.79
Decrease from last month-$1,354.43
Last Month Payoff DateMay 2027
Current Payoff DateApril 2027

Assets

AssetsCurrentLast MonthChangeStarting ValueTotal Change
Investment Account$20,046.38$18,397.78$1,648.60
Spouse 457b$23,168.53$20,566.98$2,601.55
Spouse 403b$77,778.72$70,968.48$6,810.24
My IRA$13,160.66$12,114.27$1,046.39
Kid 1 529$3,726.87$3,424.73$302.14
Kid 2 529$907.08$789.61$117.47
Kid 3 529$208.92$146.35$62.57
Cash on Hand$8,324.51$6,615.57$1,708.94
Emergency Fund$24,221.67$24,142.99$78.68
House$520,604.00$518,961.00$1,643.00$440,000.00$80,604.00
TOTAL ASSETS$692,147.34676,127.76
TOTAL NET WORTH$70,821.98
Net Worth Last Month$53,447.97
Change in Net Worth$17,374.01