Thursday, November 2, 2017

Third Quarter Goals Update

Third Quarter Update - Goals 2017

1. Increase emergency fund from $15,000 to $17,500.-IN PROGRESS
I have $16,005 in my EF currently.  less than 3 months to get this where it should be.

2. Add $9,500 to my retirement with an overall goal of having $20,000 in retirement savings by the end of the year.--COMPLETE
I have contributed $9,500 to retirement this year.  I believe between my roth and taxable I have approximately $20,500 for retirement.  

3. Pay an extra $100 a month on the mortgage, with an end goal of having the balance under $210,000 by the end of the year.- IN PROGRESS.  I have paid at least $100 extra on each mortgage payment so far this year. The last few months I have put $290 extra on my mortgage. 

4. Save an additional $2,500 into car replacement fund with the end goal of having $5,000 in the car replacement fund by the end of the year. IN PROGRESS
I have over $4,547 saved towards a new car.

5. Pay off furniture I bought before expiration of 0% financing period. --DONE

I paid this off in approximately 2 months- no interest paid!!!

6. Read 12 books- FAIL
I have only completed 2 books this year.  So much reading of various books.  Can't seem to finish one!

7. Write a book- FAIL
Lots of ideas- no actual writing

8. Lose 10 lbs- FAIL
no progress, but no weight gain either!

9. Donate $200 to charity- DONE
I have donated $200 this year. I donated $50 to my law school, $50 to legal services for the poor and $100 to a legal fund designed to assist the victims of Hurricane Harvey. 

10.  Get more life insurance- FAIL
Was hoping to lose weight first.

11. Build a separate car maintenance fund. - IN PROGRESS
I have $100 in this fund. 

12. Look into and focus on career options.- IN PROGRESS

I have been looking into other careers outside of the practice of law.

4 comments:

  1. I am so impressed with how many of your goals you have met! All of them huge financial accomplishments! Way to go!

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    1. Thank you! The perfectionist in me wants all of the goals to be completed by now.

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  2. great job on your goals! I'm always looking for new charities to donate to (I try to do a different one each month)...do you mind sharing the charity you use for the legal services for the poor?

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    1. Thank you! In Florida there are several legal aid charities each one is specific to the area. The main one in my area is Legal Services. Nationally, I donated to the ABA (American Bar Association) Fund for Justice.

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