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Monthly Update

Personal Balance Sheet, May 2007 ($98,224, +8.65%)

by Luke Landes

Thanks to more cash on hand and some investment growth, in May I came precariously close to a personal milestone: a six-figure net worth. This may not be that significant to most people; in fact, I’m not quite sure there is any significance for me. The actual number isn’t as important as what I’m doing […]

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Personal Income Statement, April 2007 (Net Loss: $117)

by Luke Landes

Have you checked out my latest net worth report? Here is its companion, my income and expense report for April 2007. Although my bottom line increased this past month, it wasn’t due to saving or spending. My income this month totaled $7,731, but my expenses came to $7,848. This was the first month in a […]

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Personal Income Statement, March 2007 (Net Income: $13,529)

by Luke Landes

As I mentioned in my latest net worth report, in March I fared much better than February, thanks to a confluence of a few events. I’ll get to that shortly. To summarize, my income totaled over $18,000 this past month thanks to a three-paycheck month, a bonus, higher than average income from my side business, […]

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Personal Balance Sheet, March 2007 ($87,999, +13.81%)

by Luke Landes

In the same respect that February 2007 was not the best, March provided significant improvement for my bottom line. My liquid accounts are up more than 21 percent, and my investments (including contributions) are up 9.69 percent. Over the past few months, I started separating my business assets, but now that I’ve given it some thought, I’m […]

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Personal Income Statement, February 2007 (Net Income: $3,057)

by Luke Landes

February was another positive month, little thanks to the day job. Don’t get me wrong, I’m happy to have a steady job where I’m appreciated and benefits are provided at low cost. Even though I’m keeping my expenses down, I’m still relying on my side income to get me through the month. I also received […]

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Personal Balance Sheet, February 2007 ($77,994, +3.66%)

by Luke Landes

February wasn’t as nice to me as January was, particularly thanks to the stock market issues in the last days of the month. So while overall I’m only up 3.66 percent in the last month, my non-invested accounts are up 7.23 percent. Here are some notes. I’m now including a line for my company stock purchase plan […]

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Personal Income Statement, January 2007 (Net Income: $5,415)

by Luke Landes

If every month this year turns out like January 2007, I’ll have nothing to complain about, except the amount of work I have to do. You might want to check my balance sheet first, or jump right into my income and expenses.

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Personal Income Statement, December 2006 (Net Income: $2,866)

by Luke Landes

The following table describes my income and expenses for the month of December 2006. It follows my balance sheet, so if you’re interested in peeking into my finances, take a look there first. Otherwise, read on to find out how I ended up with $2,866 after all my expenses were paid this month.

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Personal Balance Sheet, December 2006 ($70,108, +4.19%)

by Luke Landes

Thanks to dividends paid to me in my 401(k), I broke past $70,000 to close out the year at $70,108! I know that among 30-year-old financial bloggers like myself, that may not be an impressive number. Considering most of my adult life I was making less than the cost of working, I’m satisfied so far. […]

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Personal Income Statement, November 2006 (Net Income: $2,250)

by Luke Landes

You may have already viewed this month’s balance sheet. What follows is my income and expense report, in which I look at where my money came from and where it went. After all expenses were paid, I ended up with $2,250 of my November income remaining. That’s lower than the last several months, but I […]

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