Max out Roth IRA: $5,000K done
Max out 401K: $15,500 on course
Max out HSA: $2,900 on course
Start ETF direct deposit with Vanguard: $3000: Needs work!
Build another $35,000 in savings for Business by middle Q2: $25K (plus 5K personal) out of $35K done.
Push First product (in new business) out the door (and hopefully make a profit!!) slow but steadyAll of this was halted in March till I get new business running smoothly.
Update: May, trying to get some of these done.
Fund currency trading account: $3500: done
Fund Peer to Peer Loans: $500 $200 out of $500
Fund $3500 for initial direct investing purchases: $1000 out of $3500
Build up Emergency/Liquid funds better: 3 months worth of expenses: Needs work!
(liquid fund got hit hard because I'm starting a new business
$300 a month towards Gold investments: on course
At least $200 a month towards paying off car: on course
Be aggressive in paying off car loan ($10,000 down to $6,500 in 2008)
$200 extra a month towards Mortgage: On Track
$100 extra a month towards savings: On Track
$100 extra a month in CDs: 2 CDs out of 12
$100 extra a month towards Index fund tracker: Needs work!
Start Direct Investing with 7 companies at $50 a month ($350 total/month): 4 out of 7: BP, GE, Q, DUK
Buy some misc bills/notes/bonds $1000/year: $300 out of $1000
Misc Investments $3000/year: Keep cash on hand for any good investments that might come up Needs work!
Take "variable spending" (include food, gas and entertainment) to under $750 a month. May Lower then April,March
Learn to garden on course: have first plants in already!
Update: Lots of planets killed by hail storm
Learn to trade currencies better!
Find out if Peer to Peer Loans are worth it. on course
Update: out of 4 loans, 1 has already failed to pass.
Build out old computers as family gifts: 2 out of 4 done
Buy commonly used supplies/food in bulk to save money: on course. Have costco account, Amex account (1% on all costco purchases) and bought a lot of common staples.
Research cost of new energy savings windows (to see if cost is worth it): Needs work!
(the windows in my house are junk, they don't keep out cold in winter or heat in summer).
Try Credit Card Trick: on course
Research taking in girlfriend and room mate to collect rent and help with utils.Needs work!
(don't know if I want to do this, seems like more trouble then it's worth)
websites: make $300 from ads this year. $106.75 out of $300
Max out all my employer tuition reimbursements (on college classes): 1 out of 5: second class in the works
Get 1 doctor physical, 2 dentist appointments and 1 eye check up to take advantage of insurance. 1 doctor, 1/2 dentist, 0/1 eyes
Research taking some more consulting/side jobs? Needs work!
(don't know if I'll have time for this).
Switch everything over to Salem Five account. Moved a few accounts over, need more