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Hi all, it's been a bit since I've posted in this area of the forums, but I'm gonna try and stick with this all year. In a combo hit of working somewhere toxic and the pandemic, I burned out pretty hardcore back in 2021. I ended up quitting my job in the latter half of 2021 and not getting another one until midway through this year, so I'm playing catch up a bit. I thankfully had a wonderful support system and didn't go into debt (except to myself), so I'm definitely in a pretty good spot but could definitely improve. With all that said, my financial goals for 2023: 2023 Financial Goals 1. Repay myself $0 of $4,490 2. Contribute full amount to 401(k) $0 of $22,500 3. Contribute full amount to IRA $0 of $6,500 4. Get veterinary e-fund back to $3000 $0 of $3,000 5. Sell old company stock 6. Rollover old 401(k)s and HSAs, I have too many accounts at this point 7. Stretch: Extra house payment 2023 Personal Goals 1. Find a new primary doctor 2. Yoga at least x2 a week 3. Cut down on eating out 4. Read 15 books 0 of 15
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Jan 1, 2023 00:35
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| # ¿ May 22, 2024 06:37 |
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January Update 2023 Financial Goals 1. Repay myself - $737 of $4,490 2. Contribute full amount to 401(k) - Set on auto, on track 3. Contribute full amount to IRA - Done 4. Get veterinary e-fund back to $3000 - $508 of $3,000 5. Sell old company stock - Looking into this 6. Rollover old 401(k)s and HSAs - One transfer initiated 7. Stretch: Extra house payment 8. Reevaluate goals in July 2023 Personal Goals 1. Find a new primary doctor - Done 2. Yoga at least x2 a week - lol nope 3. Cut down on eating out - Done ok so far with this, stayed within budget so pretty happy 4. Read 15 books - 0 of 15, in the middle of a book but haven't finished yet
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Feb 1, 2023 05:08
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End of February Update 2023 Financial Goals 1. Repay myself - $786 of $4,490 - Not great last month, gonna do better this month 2. Contribute full amount to 401(k) - Set on auto 3. 4. Get veterinary fund back to $3000 - $588 of $3,000 - One pup ended up needing an ultrasound last month, hopefully none of that this month 5. 6. Rollover old 401(k)s and HSAs - 1 transfer completed, 2 to go 7. 8. Reevaluate goals in July 2023 Personal Goals 1. 2. Yoga at least x2 a week - lol nope 3. Cut down on eating out - Still staying within budget, but last week and this week have both been not great. 4. Read 15 books - 1 of 15 - Just finished "The Southern Book Club's Guide to Slaying Vampires" by Grady Hendrix. I don't normally read horror, but it wasn't too scary and it was pretty enjoyable read.
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Mar 3, 2023 06:36
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Sorry this is a couple of days late, but here is my… End of March Update 2023 Financial Goals 1. Repay myself - $1230.54 of $4,490 - Slowly but surely 2. Contribute full amount to 401(k) - Set on auto 3. 4. Get veterinary fund back to $3000 - $748 of $3,000 - 5. 6. Rollover old 401(k)s and HSAs - 1 transfer completed, 2 to go. Got the details on forms/instructions on how to do a second one, but they won’t do a custodian to custodian transfer, I have to receive and then send on the check. This always makes me nervous so I’ve been putting it off… 7. 8. Reevaluate goals in July 2023 Personal Goals 1. 2. Yoga at least x2 a week - lol nope 3. Cut down on eating out - Struggling with this one. Gonna try to get back on track this month. 4. Read 15 books - 2 of 15 - Read The Once and Future Witches by Alix E. Harrow. I really enjoyed it, but I love fantasy with feminist messaging so it was right up my alley.
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Apr 2, 2023 17:56
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Good-Natured Filth posted:I've done the non-custodial transfer twice. I can definitely understand the hesitance of that much money floating around as a piece of paper. If you hadn't planned on it when you do it, make sure to go to the post office when you're finishing the transfer and send the check via certified mail with all the tracking and junk. Adds the extra piece of mind to the transfer. Thank you, this is really good advice and I honestly feel silly that I didn’t think of it. I guess I don’t mail stuff that often… but doing this will definitely make me feel better about the process! Tibalt posted:Pretty happy with how this month went. Without going too heavily into the details, I've taken some big steps for my health that I'm pretty proud of, so I appreciate that this post let me reflect on what I've done this last month. The private practice is coming along nice, I'm hoping that she'll be able to start working by June at the latest. Congrats! Fingers crossed for you and Mrs. Tibalt on the private practice!
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Apr 3, 2023 21:39
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End of April Update 2023 Financial Goals 1. Repay myself - $2,541 of $4,490 - Slowly but surely 2. Contribute full amount to 401(k) - Set on auto 3. 4. Get veterinary fund back to $3000 - $748 of $3,000 - No change here 5. 6. Rollover old 401(k)s and HSAs - 2 transfers completed, 1 to look into. - Also shout-out to Good-Natured Filth for the suggestion to send the check certified, it was enough to get me over my mental block and the transfer has been completed  7. 8. Reevaluate goals in July 2023 Personal Goals 1. 2. Yoga at least x2 a week - lol nope 3. Cut down on eating out - Did a lot better in April, going to try and keep it going this month 4. Read 15 books - 4 of 15 Pipistrelle fucked around with this message at 14:45 on May 2, 2023 |
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May 2, 2023 13:27
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End of May Update 2023 Financial Goals 1. Repay myself - $3,370 of $4,490 - Slowly but surely 2. Contribute full amount to 401(k) - Set on auto 3. 4. Get veterinary fund back to $3000 - $897 of $3,000 - slowly but surely 5. 6. 7. 8. Reevaluate goals in July 2023 Personal Goals 1. 2. Yoga at least x2 a week - lol nope 3. Cut down on eating out - May was awful for this goal, the worst this year. I will do better this month. 4. Read 15 books - 6 of 15
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Jun 2, 2023 04:01
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End of June Update I had a goal to reevaluate my goals in July, but I bumped it up a month. So these are my goals with the new ones added and 1 taken out. 2023 Financial Goals 1. Get veterinary fund back to $3000 - $1198 of $3,000 2. Contribute full amount to 401(k) - Set on auto 3. Set aside money for Roth IRA for 2024 - $0 of $1,500 4. Help Mr. Pipistrelle set up an IRA - This is way overdue 5. 6. 7. 8. 2023 Personal Goals 1. 2. Yoga at least x2 a week - lol nope 3. Cut down on eating out - we did better this month, but we could do better 4. Read 15 books - 8 of 15
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Jul 1, 2023 03:59
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End of July Update 2023 Financial Goals 1. Get veterinary fund back to $3000 - $1372 of $3,000 2. Contribute full amount to 401(k) - Set on auto 3. Set aside money for Roth IRA for 2024 - $250 of $1,500 4. Help Mr. Pipistrelle set up an IRA - This is way overdue 5. 6. 7. 8. 9. 2023 Personal Goals 1. 2. Yoga at least x2 a week - lol nope 3. Cut down on eating out - did ok this month, not great, not bad. 4. Read 15 books - 11 of 15
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Aug 3, 2023 11:13
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End of August Update 2023 Financial Goals 1. Get veterinary fund back to $3000 - $1847 of $3,000 2. Contribute full amount to 401(k) - Set on auto 3. Set aside money for Roth IRA for 2024 - $650 of $1,500 4. Help Mr. Pipistrelle set up an IRA - This is way overdue 5. 6. 7. 8. 9. 2023 Personal Goals 1. 2. Yoga at least x2 a week - lol nope 3. Cut down on eating out - Not great this month…. 4. Read 15 books - 13 of 15
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Sep 2, 2023 22:15
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End of September Update 2023 Financial Goals 1. Get veterinary fund back to $3000 - $2247 of $3,000 2. Contribute full amount to 401(k) - Set on auto 3. Set aside money for Roth IRA for 2024 - $950 of $1,500 4. Help Mr. Pipistrelle set up an IRA - This is way overdue 5. 6. 7. 8. 9. 2023 Personal Goals 1. 2. Yoga at least x2 a week - lol nope 3. Cut down on eating out - Went on a vacation and didn’t budget very well… ended up completely blowing my eating out budget. Maybe next month 4. Read 15 books - 17 of 15
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Oct 2, 2023 01:13
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End of October Update 2023 Financial Goals 1. Get veterinary fund back to $3000 - $2647 of $3,000 2. Contribute full amount to 401(k) - Set on auto 3. Set aside money for Roth IRA for 2024 - $1,463 of $1,500 4. Help Mr. Pipistrelle set up an IRA - This is way overdue 5. 6. 7. 8. 9. 2023 Personal Goals 1. 2. Yoga at least x2 a week - better but not consistent 3. Cut down on eating out - Not great this month…. 4.
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Nov 1, 2023 17:19
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End of November Update 2023 Financial Goals 1. Get veterinary fund back to $3000 - $2873 of $3,000 - dog had to go to the vet which delayed completing this one 2. Contribute full amount to 401(k) - Set on auto 3. 4. Help Mr. Pipistrelle set up an IRA - This is way overdue 5. 6. 7. 8. 9. 2023 Personal Goals 1. 2. Yoga at least x2 a week - It turns out I suck at convincing myself to exercise. Maybe next year… 3. Cut down on eating out - Did pretty well at this last month, hoping to carry it through the rest of the year. 4. Read 15 books - 27 of 15
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Dec 1, 2023 17:22
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End of 2023 Update Overall I'm pretty happy with where I ended up. I didn't complete every goal but there's always next year. 2023 Financial Goals 1. 2. 3. 4. Help Mr. Pipistrelle set up an IRA - Failed 5. 6. 7. 8. 9. 2023 Personal Goals 1. 2. Yoga at least x2 a week - Did better this month, hoping to carry the momentum through to 2024 3. Cut down on eating out - Did ok, we ended up going out to eat a bit more than normal, but it was the holidays and we had PTO so oh well. 4.
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Jan 1, 2024 00:55
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| # ¿ May 22, 2024 06:37 |
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Pollyanna posted:Hope you don’t mind if I copy your homework. Love it! I always look at other people’s goals before setting mine for the new year. Also, come post your goals in the 2024 Financial Goals thread if you haven’t already!
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Jan 1, 2024 23:05
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