Tuesday, March 19, 2013

2013 Goals - Post Bonus Update


(1) Max out 401k(s) -        $7644 (22%)   (goal is $35,000)
(2) Max out IRA(s) -         $4508 (41%)    (goal is $11,000)
(3) Add to e/r fund -          $2400 (24%)   (goal is $10,000)
(4) Pay down mortgage -   $830 (17%)     (goal is $5,000)
(5) Trading account fund - $50  (1%)        (goal is $5,000)
(6) House projects -          $600 (20%)      (goal is $3,000)

Total:  $16,032 (23%)

With Mr. Sam's added bonus monies, we are currently $109 ahead of where we should be for the year.  Whoo-Hoo!!  I doubt it will last, but I enjoy being ahead.

1 comment:

  1. Congratulations on your progress to date. You need to check your numbers for your trading account contribution and percent toward goals, they don't aline.

    I appreciate your posts with your insights, success stories and challenges. They have helped me to plan and work toward my financial goals.

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