Showing posts with label 2013 Plan. Show all posts
Showing posts with label 2013 Plan. Show all posts
Thursday, July 23, 2015

Uphill Battle

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I'm sorry I've not posted here more.  But, now I understand how busy one gets with a full time job and a new baby. Financially, we...
2 comments:
Tuesday, December 31, 2013

2013 Savings Goals - Final Report (Edited)

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(1) Max out 401k(s) -        $29,695 (85%)  (goal is $35,000) (2) Max out IRA(s) -         $11,000 (100%)  (goal is $11,000) completed (3)...
Monday, December 30, 2013

2014 Planning - Third Time is the Charm

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So, for the third time we are going to plan/try to save $69,000, maybe 2014 will be the year we hit this number.  Now that we have our 2014 ...
6 comments:
Friday, December 20, 2013

Holiday Cheer - 401K Match

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For the first time in my corporate career, this year I received a 401K match.  My employer contributed "profit sharing" in the amo...
Tuesday, December 17, 2013

2013 Goals - Progress Has Exceeded 2012

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(1) Max out 401k(s) -        $28,327 (80%)  (goal is $35,000) (2) Max out IRA(s) -         $11,000 (100%)  (goal is $11,000) completed (3)...
Thursday, December 12, 2013

2013 Savings Goals - 5 Down

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(1) Max out 401k(s) -        $28,327 (80%)  (goal is $35,000) (2) Max out IRA(s) -         $11,000 (100%)  (goal is $11,000) completed (3)...
3 comments:
Tuesday, November 26, 2013

2013 Savings Goal - Another One Down

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(1) Max out 401k(s) -        $27,677 (79%)  (goal is $35,000) (2) Max out IRA(s) -         $11,000 (100%)  (goal is $11,000) completed (3)...
Thursday, November 21, 2013

I Love Numbers!

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A couple weeks back  I posted an update on our debt progress .  From 11/2012 - 11/2013 we paid off almost $35,000 in debt.  At this point in...
Friday, November 15, 2013

2013 Savings Goals - Mid November Update

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(1) Max out 401k(s) -        $27,603 (79%)  (goal is $35,000) (2) Max out IRA(s) -         $11,000 (100%)  (goal is $11,000) completed (3)...
Monday, November 4, 2013

2013 Savings Goals - November Update

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(1) Max out 401k(s) -        $26,231 (75%)  (goal is $35,000) (2) Max out IRA(s) -         $11,000 (100%)  (goal is $11,000) completed (3)...
Friday, October 18, 2013

Stocks - Time to Sell?

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Today, I sold some stock.  This was a momentous occasion because this was a first for me.  The last few years, in my IRA, I have been buying...
8 comments:
Tuesday, October 15, 2013

2013 IRA

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Today, I funded my 2013 IRA, $5,500 into my traditional, non-deductible IRA.  Once the transfer from my Wells Fargo account to my Fidelity t...
Monday, October 7, 2013

Investment Property Debt

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Hit a milestone this month with our investment property debt, at present we owe less than $300,000 on our investment properties.   Feels ...
3 comments:
Friday, October 4, 2013

2013 Savings Goals - Rapid Catch Up

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(1) Max out 401k(s) -        $25,581 (73%)  (goal is $35,000) (2) Max out IRA(s) -         $11,000 (100%)    (goal is $11,000) (3) Add to ...
Thursday, October 3, 2013

2013 Savings Goals - One Down

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Today, I finished goal number two of our 2013 Savings Plan.  Goal # 2 was to fully fund our 2013 IRAs, and as of today I have $11,000 sittin...
Friday, September 27, 2013

2013 Savings Goals - October Update

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(1) Max out 401k(s) -        $24,981 (71%)  (goal is $35,000) (2) Max out IRA(s) -         $10,631 (97%)    (goal is $11,000) (3) Add to e...
1 comment:
Tuesday, September 17, 2013

2008 - 2013 The Great Recession Check Up - Part II

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Yearly Savings Goals In 2008, we undertook our first annual savings goal, and saved $50,000 (even with my big pay cut).   In 2009, we sa...
1 comment:
Tuesday, September 10, 2013

Hopefully I'm Not Getting Ahead of Ourselves

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Working on bill paying today, I sent off a $415 mortgage principal prepayment to my friends at CitiMortgage.  While, Mr. Sam is only in the ...
1 comment:
Friday, August 23, 2013

2013 Savings Goal - August Update

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(1) Max out 401k(s) -        $23,633 (68%)  (goal is $35,000) (2) Max out IRA(s) -         $9,125 (83%)    (goal is $11,000) (3) Add to e/...
Thursday, August 15, 2013

Improvement Through Data - Fitness

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As someone who has improved their finances by utilizing data, I am a fan of tracking data.  For our personal finances, we use Quicken to tra...
2 comments: