Financial Goals 2021: Voucher for one free mulligan inside

The Something Awful Forums > Discussion > Ask/Tell > Business, Finance, and Careers > Financial Goals 2021: Voucher for one free mulligan inside

Pipistrelle: Jun 18, 2011; Seems the high horse is taking them all home

2020 was kind of a rollercoaster for me. I was furloughed and then laid off in April, but started at a new job in June that is going pretty well. I didn�t hit all of my goals last year, but considering what a poo poo show it was I�m taking it as a win still.

Here are my goals for the upcoming year:

Financial Goals
1. ~~Contribute full amount to Roth IRA~~ - Initiated transfer on 1/1, just waiting for it to go through
2. Rollover trad IRA to 401(k) in January
3. Contribute full amount to 401(k)
4. Increase house emergency fund to $15k by EOY
5. Increase new house fund to $10,000 - Current: $5040
6. Get HSA to $1000 - Current: $600

Personal Goals
1. Do yoga 4 days a week
2. Read 25 books - Count so far: 1
3. Read 2 books related to work - Count so far: 0
4. Stop eating out/getting delivery so drat much

# ¿ Jan 4, 2021 20:26

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# ¿ May 15, 2024 14:28

Pipistrelle: Jun 18, 2011; Seems the high horse is taking them all home

Pipistrelle posted:

Financial Goals
1. ~~Contribute full amount to Roth IRA~~ - Initiated transfer on 1/1, just waiting for it to go through
2. Rollover trad IRA to 401(k) in January
3. Contribute full amount to 401(k)
4. Increase house emergency fund to $15k by EOY
5. Increase new house fund to $10,000 - Current: $5040
6. Get HSA to $1000 - Current: $600

Personal Goals
1. Do yoga 4 days a week
2. Read 25 books - Count so far: 1
3. Read 2 books related to work - Count so far: 0
4. Stop eating out/getting delivery so drat much

1. ~~Contribute full amount to Roth IRA~~ - Completed
2. Rollover trad IRA to 401(k) in February - Didn�t do this in January, I don�t know why I keep procrastinating
3. Contribute full amount to 401(k) - on track
4. Increase house emergency fund to $15k by EOY - current: $11,096
5. Increase new house fund to $10,000 - Current: $5772
6. Get HSA to $1000 - Current: $650

Personal Goals
1. Do yoga 4 days a week - Doing pretty well on this
2. Read 25 books - Count so far: 1
3. Read 2 books related to work - Count so far: 0
4. Stop eating out/getting delivery so drat much

# ¿ Feb 4, 2021 05:13

Pipistrelle: Jun 18, 2011; Seems the high horse is taking them all home

Pipistrelle posted:

1. ~~Contribute full amount to Roth IRA~~ - Completed
2. Rollover trad IRA to 401(k) in February - Didn�t do this in January, I don�t know why I keep procrastinating
3. Contribute full amount to 401(k) - on track
4. Increase house emergency fund to $15k by EOY - current: $11,096
5. Increase new house fund to $10,000 - Current: $5772
6. Get HSA to $1000 - Current: $650

Personal Goals
1. Do yoga 4 days a week - Doing pretty well on this
2. Read 25 books - Count so far: 1
3. Read 2 books related to work - Count so far: 0
4. Stop eating out/getting delivery so drat much

1. ~~Contribute full amount to Roth IRA~~ - Completed
2. Rollover trad IRA to 401(k) in March - still didn�t do, idk
3. Contribute full amount to 401(k) - on track (current: $3,007.69)
4. Increase house emergency fund to $15k by EOY - current: $11,478
5. Increase new house fund to $10,000 - Current: $6172
6. Get HSA to $1000 - Current: $737

Personal Goals
1. Do yoga 4 days a week - Doing pretty well on this
2. Read 25 books - Count so far: 3
3. Read 2 books related to work - Count so far: 0
4. Stop eating out/getting delivery so drat much

# ¿ Mar 1, 2021 14:50

Pipistrelle: Jun 18, 2011; Seems the high horse is taking them all home

KYOON GRIFFEY JR posted:

Financial
1. Fully fund Roth IRA ya bub
2. Either fully fund wife IRA or in the unfortunate event that she does not have a job for the whole year, fund taxable with same amount. did the 6k in to taxable but still hopefully wife will get job!
3a. Max 401(k) on pace
3b. Max wife 401(k) if she gets job. see 2
4. Exceed 60% savings rate on pace, 70.4% thus far

Nonfinancial
1. Exercise 4x week yea bub we doin good here
2. Read 25 books not related to work stuff I think I've read three, that's not gonna cut it. Half way through two others, though!
3. Move to new apartment and new city decision time is end of this month, probably back 2 the homeland in early June though

additions
get a god drat lawyer / tax guy / some poo poo to look over some Important Paperwork

Pipistrelle has inspired me with the book goa - that I'm falling behind on already!

I�m also at 3, I guess we�ll fall behind together

# ¿ Mar 14, 2021 15:29

Pipistrelle: Jun 18, 2011; Seems the high horse is taking them all home

End of March Update:

1. ~~Contribute full amount to Roth IRA~~ - Completed
2. Rollover trad IRA to 401(k) in March - started this, just waiting on vanguard to send me the check so I can deposit it with Fidelity. Really weirds me out, hopefully my mail person doesn�t mess up... I wish they could just do a transfer between them instead of mailing me a check
3. Contribute full amount to 401(k) - on track (current: $4,511)
4. Increase house emergency fund to $15k by EOY - current: $12,557
5. Increase new house fund to $10,000 - Current: $7172
6. Get HSA to $1000 - Current: $875

Personal Goals
1. Do yoga 4 days a week - Doing pretty well on this
2. Read 25 books - Count so far: 4
3. Read 2 books related to work - Count so far: 0 finished, but in the middle of one
4. Stop eating out/getting delivery so drat much - considering deleting this one, we�ve been pretty good but until the pandemic is over I�m not sure I care a ton about it. Getting delivery is basically entertainment at this point for us

KYOON GRIFFEY JR posted:

getting back on track! I have finished five, and almost finished with a sixth!

Nice! Good job getting back on track! I�m gonna have to pick up my pace ha

# ¿ Apr 1, 2021 16:48

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# ¿ May 15, 2024 14:28

Pipistrelle: Jun 18, 2011; Seems the high horse is taking them all home

Pipistrelle posted:

End of March Update:

1. ~~Contribute full amount to Roth IRA~~ - Completed
2. Rollover trad IRA to 401(k) in March - started this, just waiting on vanguard to send me the check so I can deposit it with Fidelity. Really weirds me out, hopefully my mail person doesn�t mess up... I wish they could just do a transfer between them instead of mailing me a check
3. Contribute full amount to 401(k) - on track (current: $4,511)
4. Increase house emergency fund to $15k by EOY - current: $12,557
5. Increase new house fund to $10,000 - current: $7172
6. Get HSA to $1000 - current: $875

Personal Goals
1. Do yoga 4 days a week - Doing pretty well on this
2. Read 25 books - Count so far: 4
3. Read 2 books related to work - Count so far: 0 finished, but in the middle of one
4. Stop eating out/getting delivery so drat much

End of April Update

1. ~~Contribute full amount to Roth IRA~~ - Completed
~~2. Rollover trad IRA to 401(k) in March~~ - Completed :toot:

3. Contribute full amount to 401(k) - on track (current: $6,015)
4. Increase house emergency fund to $15k by EOY - current: $12,882
5. Increase new house fund to $10,000 - current: $8,850
6. Get HSA to $1000 - current: $967

Personal Goals
1. Do yoga 4 days a week - Fell off of this one, we�ve been stressed/sick. Gonna try again next week
2. Read 25 books - Count so far: 4, really failing hard on this one
3. Read 2 books related to work - Count so far: 0 finished, but in the middle of one

# ¿ May 1, 2021 15:01

The Something Awful Forums > Discussion > Ask/Tell > Business, Finance, and Careers > Financial Goals 2021: Voucher for one free mulligan inside