Monday, January 13, 2014

2014 Savings Goals - First Update

(1) Max out 401k(s) -        $1,346    (goal is $35,000)
(2) Max out IRA(s) -         $2,825    (goal is $11,000)
(3) Add to e/r fund -          $400    (goal is $10,000)
(4) Roof project -              $5     (goal is $5,000)
(5) Vehicle replacement -  $5     (goal is $5,000)
(6) House projects -          $100    (goal is $3,000)

Total:  $4,681  (Goal is $69,000)

I don't have my new 2014 Excel spreadsheet set up, so I've not calculated all the percentage complete for the various goals.  I did calculate total and I estimate that we are presently ahead on our 2014 goals by about $2,000.  I still need to set up auto transfers for the roof and vehicle accounts.

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