(1) Max out 401k(s) - $33,293 (98%)(goal is $34,000)
(2) Max out IRA(s) - $10,000 (100%)(goal is $10,000)
(3) Add to e/r fund - $9,600 (96%)(goal is $10,000)
(4) Pay down mortgage - $2,490 (50%)(goal is $5,000)
(4)(a) Savings for goal (4) - $1,250
(5) House projects - $1,500 (30%)(goal is $5,000)
(6) Trading account fund - $50 (1%)(goal is $5,000)

Total - $58,183 (84%)

Good news, finished goal #2. We are track to complete goals # 1 and # 3. We will have to push to complete goal # 4, and goals # 5 and # 6 will not be completed.

(1) Max out 401k(s) - $34,000 (100%)(goal is $34,000)
(2) Max out IRA(s) - $10,000 (100%)(goal is $10,000)
(3) Add to e/r fund - $10,000 (96%)(goal is $10,000)
(4) Pay down mortgage - $3,741 (75%)(goal is $5,000)
(5) House projects - $1,600 (32%)(goal is $5,000)
(6) Trading account fund - $3,105 (62%)(goal is $5,000)

Total - $62,446 (91%)

More details are on the blog.

(1) Max out 401ks for each of us - $17,500 (total $35,000)
(2) Max out 2013 non-deductible IRAs for each of us - $5,500 (total - $11,000)

That's as far as we've gotten on our planning for 2013.

(1) Max out 401ks for each of us which will now be $35,000 as the limits went up;
(2) Max out IRAs for each of us which will not be $11,000 as the limits went up;
(3) $5000 to Mr. Sam's after tax 401k account assuming the company continues to match same, if not to trading;
(4) $10,000 to emergency fund;
(5) $5000 to prepay mortgage;
(6) $3000 to house account for projects;

Total is $69,000 which is the same number we tried for in 2012 (and fell short).

(1) Max out 401k(s) - $34,000 (100%)(goal is $34,000)
(2) Max out IRA(s) - $10,000 (100%)(goal is $10,000)
(3) Add to e/r fund - $10,000 (96%)(goal is $10,000)
(4) Pay down mortgage - $3,741 (75%)(goal is $5,000)
(5) House projects - $1,600 (32%)(goal is $5,000)
(6) Trading account fund - $3,105 (62%)(goal is $5,000)


Total, $10,048.

Sam, looks like your breakdown didn't get updated -- same as the end of last year. Or if you really have maxed your 401ks and IRAs already for 2013, and added $10k to your emergency fund this year, I'm REALLY impressed!

Let me try again, actually I'll just post the generally current numbers.

(1) Max out 401k(s) - $7644 (22%) (goal is $35,000)
(2) Max out IRA(s) - $1508 (14%) (goal is $11,000)
(3) Add to e/r fund - $2400 (24%) (goal is $10,000)
(4) Pay down mortgage - $830 (17%) (goal is $5,000)
(5) Trading account fund - $50 (1%) (goal is $5,000)
(6) House projects - $600 (20%) (goal is $3,000)

Total to date is $13,032 (19%). And we are about $1200 behind, we always seem to be behind. But, on the other hand, we are way far ahead of doing nothing.

I'm going to have to disagree with this. You may be behind on the goals you set, but in general, you're waaaay ahead.

(1) Max out 401k(s) - $13,392 (38%) (goal is $35,000)
(2) Max out IRA(s) - $6,010 (55%) (goal is $11,000)
(3) Add to e/r fund - $3,200 (32%) (goal is $10,000)
(4) Pay down mortgage - $1,245 (25%) (goal is $5,000)
(5) Trading account fund - $50 (1%) (goal is $5,000)
(6) House projects - $800 (27%) (goal is $3,000)

Total: $24,697 (23%)

Well, now we are a couple of thousand ahead of where we should be.