Showing posts with label 2014 Plan. Show all posts
Showing posts with label 2014 Plan. Show all posts
Thursday, March 5, 2015

2014 - Final Savings Numbers

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(1) Max out 401k(s) -        $22,588    65%  (goal is $35,000) (2) Max out IRA(s) -         $11,000    100% (goal is $11,000) (3) Add to e...
4 comments:
Monday, August 25, 2014

$2 MM

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According to today's update, our assets have snuck over the $2 million dollar mark .  While a number is just a number and I recognize t...
4 comments:
Sunday, July 13, 2014

July Update - 2014 Savings Goals

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(1) Max out 401k(s) -        $9,436    27%  (goal is $35,000) (2) Max out IRA(s) -         $9,343    85% (goal is $11,000) (3) Add to e/r ...
1 comment:
Monday, June 30, 2014

Truck Update

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Big news on the truck front, Mr. Sam is the proud owner of a new truck.   As I shared recently, we were not finding very good prices on u...
1 comment:
Wednesday, June 25, 2014

2014 Savings Goals - June Update

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(1) Max out 401k(s) -        $8,088    23%  (goal is $35,000) (2) Max out IRA(s) -         $8,838    80% (goal is $11,000) (3) Add to e/r ...
Monday, June 9, 2014

Fleeting Figment

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On Saturday I logged into my Fidelity Roth IRA account with the plan to check on and, likely, cancel some open limit orders .  Imagine my su...
Friday, May 30, 2014

2014 Savings Goal - May Update

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(1) Max out 401k(s) -        $10,139   29%  (goal is $35,000) (2) Max out IRA(s) -         $8,835     80% (goal is $11,000) (3) Add to e/r...
3 comments:
Friday, March 14, 2014

Drum Roll - New Goal

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CNN.com reports  that the number of millionaires has hit a new high.   Which got me thinking, because this survey of millionaires excludes t...
5 comments:
Thursday, February 27, 2014

2014 Savings Goals - Feb. Update

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(1) Max out 401k(s) -        $4,644   13%  (goal is $35,000) (2) Max out IRA(s) -         $4,327    39% (goal is $11,000) (3) Add to e/r f...
Thursday, January 23, 2014

$300 Rule & $100 Rule

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As I have  previously posted , I have a long standing goal to have plantation shutters installed in two bedrooms in our home.  But, since pl...
2 comments:
Monday, January 13, 2014

2014 Savings Goals - First Update

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(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 -   ...
Saturday, January 4, 2014

2014 - Additional Goals

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Previously I posted our  2014 savings goal numbers , I have a couple of other goals to list as well. Back in March 2012 I posted about wan...
1 comment:
Friday, January 3, 2014

Sam's Plan for Killing Debt in 2014 - Step # 1

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It is the new year and many people want to get their financial house in order.  This my guidance on killing debt and gaining control of your...
1 comment:
Wednesday, January 1, 2014

New Years Resolutions

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I am a big fan of new years resolutions, goal planning, goal tracking, etc.  I've started to put together my list of resolutions for 201...
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:
Thursday, November 14, 2013

Time for 2014 Goal Planning

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Since it is November, it is time to start thinking about our 2014 annual spending plan and our 2014 savings goals. First on the list, 20...
3 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...