Wednesday, August 22, 2012

2012 Goals - Mid August Update


(1) Max out 401k(s) - $25,347 (75%)(goal is $34,000)
(2) Max out IRA(s) - $5123 (51%)(goal is $10,000)
(3) Add to e/r fund - $6400 (64%)(goal is $10,000)
(4) Pay down mortgage - $2490 (50%)(goal is $5,000)
(5) House projects - $800 (16%)(goal is $5,000)
(6) Trading account fund - $50 (1%)(goal is $5,000)

Total - $40,210 (58%)

At present we are about $4900 behind on our 2012 goals.  We have made progress on funding our 2012 IRAs, one is now fully funded, as I have been putting our monthly home mortgage principal prepayment of $415 towards the IRA while we wait on our Refi.  As previously mentioned, Mr. Sam will max out his 401k in September so we'll have some extra cash available to put towards our goals that are lagging behind.

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