September 2013 Net Worth Update (+$30,692)

Highlights for September

  • Our properties are listed on our balance sheet based on their cost basis, not current market value. We have done during the the real estate market highs and lows. I believe real estate is too illiquid to list based on recent sale transactions. For those interested, our September Zillow property estimates are: $204,937; $124,150; $298,318; and $232,719.
  • Our September net worth growth is largely driven by paper gains in the stock market.
  • Our monthly expense profile continues to improve while we are on a work assignment in China. I expect about $1-$2k/mo in related family travel expenses as we try to maximize our limited time in Asia through the end of the year. We have plans to visit Guangzhou, Macau, Phuket, and Hanoi over the next couple months.
  • Note the travel expenses are largely offset by savings in other areas (such as utilities, car expenses, etc) so I expect to be close to a wash on our monthly balance sheet.
  • I posted about our potential health insurance options for early retirement. I'm looking forward to seeing what Obamacare can offer us, but so far have not been able to successfully get far enough on the healthcare marketplace website to learn about our options.
  • We continue to allocate free cash to paying down an IELOC on a rental property (House #2) with a variable interest rate. For now, with the economy heating up (and the lack of potential attractive investment opportunities), I'd like to continue reduce our exposure to the effects of potential higher interest rates.

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Comments (1)


Great job on your net worth, must have been nice to bust the million mark. I look forward to seeing much more!


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A personal finance weblog of my journey to reach my goal of $2 million + the value of my primary residence.
Current Net Worth: $1,701,144


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