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The theme for 2021 will be Simplicity and Focus Financial Goals 1. No new debt. I turn in my lease in May and right now we are planning to be a one-car household. This could change if I have to go back to the office full-time. 2. Pay off my last student loan. Current balance: $4572. I want this gone quickly, and may just pay it all off at once. 3. Increase 401k contribution to 15%. 4. Put at least $150/month into my newly-opened taxable account. 5. Emergency fund from $20k to $25k. Personal Goals Read a book per month Do 15 workouts per month (go for a run, a cycle class, or workout in the gym) Update my resume and start putting feelers out
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Jan 3, 2021 03:16
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Omne posted:The theme for 2021 will be Simplicity and Focus 1. Still on track 2. Balance down to $3,281 (28.2% of goal) 3. Increased in February. With an out-of-cycle raise, I will max out my 401k this year 4. On track. $650/$450 YTD, 144% of goal) 5. Behind track. $20,954 (19% of goal) Books: 3/3 YTD Workouts: 9/15, 7/15, 7/15 Resume: Goal is on hold. I was given an out-of-cycle raise and an options grant, so want to see how things go a bit more
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Mar 31, 2021 15:29
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Omne posted:The theme for 2021 will be Simplicity and Focus Financial Goals 1. No new debt. FAIL. We built a pool. Oops. 2. Pay off my last student loan. COMPLETE. Paid off the balance in June, so I am officially done with my student loans! 3. Increase 401k contribution to 15%. COMPLETE. This will max me out for the year. 4. Put at least $150/month into my newly-opened taxable account. On track. I've actually been doing $250/month into my taxable brokerage account. 5. Emergency fund from $20k to $25k. Off track. This will be a back half of the year goal. Personal Goals Read a book per month. On track. Six months done, six books finished. Do 15 workouts per month (go for a run, a cycle class, or workout in the gym) Failing. I tend to end up with 10-12 workouts a month. Update my resume and start putting feelers out. COMPLETE! Got an offer making 25% more and get to remain fully remote.
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Jul 2, 2021 15:34
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Omne posted:The theme for 2021 will be Simplicity and Focus Financial Goals 1. Failed. Ended up getting a new car, with an interest rate of 2.54%. 2. Succeeded. Paid it off earlier in the year. Student loan free! 3. Succeeded. I had upped it to 15% in March, then with my new job I was able to max it with a lower %. 4. Succeeded. Upped it to $400/month in November. 5. Failed. Didn't add anything. Personal Goals 1. Succeeded. 12 exactly. 2. Failed. Always did 10+ each month, but never hit 15. 3. Succeeded. Got a new job in July with a 30% increase in salary and much better equity.
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Dec 31, 2021 20:00
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