2011 Goals

Sam · **Posted:** Tue Jan 25, 2011 3:38 pm

And here are our 2011 goals:

(1) Max out our 401k(s) - $33,000
(2) Max out our IRA(s) - $10,000
(3) Add to Emergency Fund - $10,000
(4) Mortgage prepay - $5,000
(5) House projects - $5,000

Total - $63,000

peachy · **Posted:** Wed Jan 26, 2011 11:34 am

Welcome back, Sam!
Glad to see you posting again.

Tightwad · **Joined:** Mon Nov 01, 2010 5:15 pm **Posts:** 958

Sounds like some pretty ambitious goals.

Sam · **Posted:** Wed Jan 26, 2011 11:55 am

Thanks Peachy, I've missed my Fiscal Fitness friends. My real life friends only like to talk about saving money, investing money, and the like for only so long. I'm happy to report I've now been able to log in two days in a row.

TW - yes ambitious.

suzwantstobefree · **Joined:** Tue Jan 25, 2011 3:43 pm **Posts:** 97

Ambitious perhaps but it is better to dream big and fall short, then to dream small and achieve it

Tightwad · **Joined:** Mon Nov 01, 2010 5:15 pm **Posts:** 958

suzwantstobefree wrote:

Ambitious perhaps but it is better to dream big and fall short, then to dream small and achieve it

I'm wasn't knocking him, only making an observation.

CecilyC · **Joined:** Fri Jul 10, 2009 6:57 am **Posts:** 319

Happy New Year, Sam. Good to hear from you again! I too have been struggling with the GRS 'cookie monster.'

Cheers,
Cecily

Sam · **Posted:** Fri Jan 28, 2011 7:51 am

(1) Max out 401k(s) - $1,716 (5%)(goal is $33,000)
(2) Max out IRA(s) - $4,000 (40%)(goal is $10,000)
(3) Add to e/r fund - $800 (8%)(goal is $10,000)
(4) Pay down mortgage - $415 (8%)(goal is $5,000)
(5) House projects - $0 (goal is $5,000)

Total - $6,931 (11%)

Sam · **Posted:** Thu Feb 10, 2011 6:07 am

(1) Max out 401k(s) - $3,048 (9%)(goal is $33,000)
(2) Max out IRA(s) - $4,000 (40%)(goal is $10,000)
(3) Add to e/r fund - $1200 (12%)(goal is $10,000)
(4) Pay down mortgage - $415 (8%)(goal is $5,000)
(5) House projects - $0 (goal is $5,000)

Total - $8,663 (14%)

Sam · **Posted:** Fri Mar 11, 2011 6:28 am

(1) Max out 401k(s) - $6,269 (9%)(goal is $33,000)
(2) Max out IRA(s) - $4,500 (45%)(goal is $10,000)
(3) Add to e/r fund - $2,000 (20%)(goal is $10,000)
(4) Pay down mortgage - $830 (17%)(goal is $5,000)
(5) House projects - $0 (goal is $5,000)

Total - $13,599 (22%)

Sam · **Posted:** Thu Mar 17, 2011 5:42 am

(1) Max out 401k(s) - $6,901 (21%)(goal is $33,000)
(2) Max out IRA(s) - $6,000 (60%)(goal is $10,000, my IRA is now maxed out for 2011)
(3) Add to e/r fund - $2,400 (24%)(goal is $10,000)
(4) Pay down mortgage - $830 (17%)(goal is $5,000)
(5) House projects - $0 (goal is $5,000)

Total - $16,131 (26%)

Sam · **Posted:** Fri Apr 01, 2011 7:08 am

(1) Max out 401k(s) - $9,804 (30%)(goal is $33,000)
(2) Max out IRA(s) - $7,000 (70%)(goal is $10,000, my IRA is now maxed out for 2011)
(3) Add to e/r fund - $2,800 (28%)(goal is $10,000)
(4) Pay down mortgage - $1245 (25%)(goal is $5,000)
(5) House projects - $0 (goal is $5,000)

Total - $20,849 (33%) We are about $4000 ahead on our goals, mostly due to Mr. Sam's bonus which bumped us up on the 401k and the IRA goals.

Kate1 · **Posted:** Fri Apr 01, 2011 5:37 pm

Great job, Sam! Got to love a bonus.

Sam · **Posted:** Wed Apr 13, 2011 11:46 am

We are back above the $1 million mark for net worth. We've briefly been above this number twice before, only to come crashing down shortly thereafter.

peachy · **Posted:** Wed Apr 13, 2011 1:16 pm

Excellent!

Oh yeah..I have to type more words. Keep up the good work, Sam!

2011 Goals

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