Welcome! Good for you for getting out of debt. What an accomplishment. It sounds like you have a good plan. You will get many good ideas here.
Thanks! I'm actually really interested in advice regarding Mutual Funds, Money Market Accounts, Bonds, and IRA's. We currently have MF's in Fidelity, UBS, and Vanguard...
Looks like you have a great start and a good plan ahead.
I'll be curious to hear more about the decisions/plans you make regarding investments. That's the area I'd like to formalize my plan for as well. Debt management isn't a concern, savings are pretty automated, now looking to make sure I'm comfortable with the next step.
And congrats on the little one!
Thanks for the encouragement! My wife sometimes wonder if I plan too much. And thanks also for the congrats on the little guy. He is so precious!
"Plan your work for today and every day, then work your plan." - Margaret Thatcher
"A good plan violently executed now is better than a perfect plan executed next week." - George S. Patton
"You were born to win, but to be a winner, you must plan to win, prepare to win, and expect to win." - Zig Ziglar
"Only a man who knows what it is like to be defeated can reach down to the bottom of his soul and come up with the extra ounce of power it takes to win when the match is even." - Huhammad Ali
Account | End Balance | Goals | % of Goals Complete
Savings (E Fund) | $6,972.45 | $9,500.00 | 73.39%
Savings (New Laptop) | $2,500.05 | $4,000.00 | 62.50%
Savings (Baby) | $2,254.10 | $3,000.00 | 75.14%
Savings (Car Repairs) | $1,000.02 | $2,400.00 | 41.67%
Savings (Car Insurance) | $407.03 | $400.00 | 101.76%
Savings (Medical Exp) | $775.03 | $2,000.00 | 38.75%
Savings (Son College) | $258.15 | $500.00 | 51.63%
Reason we were unable to save more is because our son was born this past month in May. I'm sure there will be more bills to follow.