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2010 Goal Summary

January 1st, 2011 at 10:11 pm

Here is a review of the 2010 goals and where they stand:

2010 Goals

Debt
-Continue to live debt free other then mortgage (CHECK)
-Pay mortgage down from $138K to $130K or less
(Since we refinanced we did not reach this goal)

Savings
*Emergency Fund
-Go from $2775 to $5000 ($1030)
*Vacation Fund
-Go from $820 to $2500 ($2520 - CHECK)
*Anniversary Cruise
-Go from $2000 to $3000 ($3225 - CHECK)
*MN trip
-Go from $50 to $1000 ($1000 - CHECK)
*Checking Cushion
-$750 to $1300 ($1300 - CHECK)
*HSA
-Go from $0 to $3000 ($2660)

Retirement
*401K (3%)
-Go from $8200 to $9000 ($12,400 - CHECK)
*ROTH IRA (10%)
-Go from $1620 to $4000 ($2900)
*403B (10%) ($2400 est - CHECK)
-Not sure on amounts, but continue to contribute 10% of DH income

So we met:
1 out of 2 debt goald
4 out of 6 savings goals
2 out of 3 retirement goals

Our total savings went up $13K this year, from $29K to $42K.

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