Monday, September 1, 2008

Financial Update - September 2008

Assets:
Cash - $10.00
Banking - $10,237.72
Savings bonds - $5,036.00
401k (vested) - $8,825.07
Roth IRA - $11,956.68
529 - $4,117.92
Brokerage - $272.02
ESPP - $2286.84

Liabilities:
Credit Cards (PIF every month) - $696.72
Rent (outstanding check) - $1022.09

Net Worth: $41,023.44
+11.1% change since last month

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Great news - my ESPP shares finally showed up, and the company stock has even gone up quite a bit since then! Unfortunately, selling the whole thing through the ESPP broker would slap me with a ~$150 transaction fee, which in my opinion is just ridiculous. I have heard that it's possible to transfer the shares to a discount broker though, which I will definitely be looking into.!