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I was able to complete almost all of my 2015 goals. The one I wasn't able to do was to get to step 4 of YNAB. I will be trying again this year for that. I didn't get a new job at a new company but I was able to transfer departments and get a much larger salary than I was making before. For sanity reasons and monetary reasons that was by far the most successful thing I did in 2015. 2016 Goals: -Continue to max my Roth IRA -Increase my 401k contribution -Add $5000 or more to my taxable investment account -Get married without going over budget -Use Mint/YNAB/whatever to stay on track financially Stretch Goals: -Hit 100k in investable assets -Get my fiance to start contributing to a Roth/increase her 401k contribution
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Dec 19, 2015 15:07
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| # ¿ May 2, 2024 19:33 |
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Christ Pseudoscientist posted:I was able to complete almost all of my 2015 goals. The one I wasn't able to do was to get to step 4 of YNAB. I will be trying again this year for that. I didn't get a new job at a new company but I was able to transfer departments and get a much larger salary than I was making before. For sanity reasons and monetary reasons that was by far the most successful thing I did in 2015. Q1 Update: -Roth IRA still on pace to be maxed. I may have to reconfigure this goal so that I can immediately max my Roth in January 2017. Not sure if possible without getting a raise but not having to save for a wedding in a few months will help. -I have not increased my 401k % but due to a raise late last year my monthly contribution shot up about $100 a paycheck. I need to submit the paperwork to at least throw another 1 or 2% towards my 401k. -Done. Thankfully my non-index fund investments are doing very well so far. I know I got lucky with getting in at the low earlier this year so I am not planning on increasing any non-index fund investments for the time being. -Still on track to stay on budget. -I have not done this one at all. Stretch Goals: -Done but sort of cheating because I got a large stock gift from my dad as a wedding gift. -I convinced her to sign up for automatically increasing her 401k each year but no dice on a Roth so far.
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Apr 4, 2016 17:27
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