I'm a little late on an update, which I like to do every six months.
$287,000: Retirement Accounts
$ 25,000: Emergency Fund (8 months)
$ 26,000: Savings
$ 5,000: Checking
$ 24,000: Student Loan
$312,000: one year ago
We are on track to meet the following goals:
1. Eliminate student loan by 40
2. Eliminate mortgage by 50
We know how much we want to spend on various projects over the course of a year and setup monthly withdrawals to fund these activities.
$ 10,000: towards home improvement
$ 9,000: vacation fund
$ 6,000: general savings
10% to 401k (me)
10% to 401k (employer)
5% to Roth IRA (me)
10% to 401k (spouse)
Each month, I enjoy capturing the balances of each account and plotting changes over time. I find it very helpful to compare how we're doing this month against one year ago.
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