Accounts

10 accounts across 7 institutions

Net Worth
$455,785.69
Assets
$479,646.27
Liabilities
$23,860.58
Institutions
7

Cash

$60,677.89
  • AL
    Ally Online Savings
    Ally Bank ····9930
    $24,481.23
    available
  • CH
    Chase Total Checking
    Chase ····4821
    $36,196.66
    available

Credit Cards

$23,860.58
  • AM
    Amex Blue Cash
    American Express ····1015
    -$18,820.51
    owed
  • CH
    Chase Sapphire Reserve
    Chase ····7702
    -$5,040.07
    owed

Investments

$56,688.49
  • FI
    Fidelity HSA
    Fidelity ····5313 · hsa
    $17,781.35
    available
  • VA
    Vanguard Brokerage
    Vanguard ····9396 · taxable
    $38,907.14
    available

Retirement

$362,279.89
  • EM
    Empower 401(k)
    Empower ····1015 · tax-deferred
    $95,093.39
    available
  • FI
    Fidelity 401(k)
    Fidelity ····3260 · tax-deferred
    $149,020.38
    available
  • FI
    Fidelity Roth IRA
    Fidelity ····4747 · roth
    $52,830.15
    available
  • US
    USI 401(k) Plan
    USI Consulting Group ····3546 · tax-deferred
    $65,335.97
    available