Sunday, July 26, 2009

Annual Goal Review

Since it's halfway through 2009, I wanted to see how I'm doing on my annual goals that I made back in January.

Goal: Increase Net Worth to $15K
Progress: Apparently this was easier than expected! My networth is currently at $22K. Let's just hope it can stay above the $15K mark, barring any unforeseen emergencies or stock market plunges during the rest of the year.

Goal: Increase E-fund to $8K
Progress: My E-fund is at just over $7K and there are still 5 months left in the year! Definitely on track for getting right around the $8K mark, which would give me a 6-month E-fund based on my average monthly expenses only.

Goal: Contribute at least $3K to 2009 Roth IRA
So far, I have contributed $2,150. I contribute $200 a month plus some of any monthly budget leftovers. I am on track to contribute $3K for 2009... perhaps I should bump this up to $4K?

Goal: Take one extra vacation
Progress: Well, I took a trip to NYC in April. I have another trip planned there in September and then I will be going home to the Northwest for Thanksgiving and Christmas. However, I am planning on taking a cruise to Mexico with friends in January! That will be my "extra" trip, even though it will technically be in 2010. :)

Goal: Get back into golf
Progress: I have been going to the driving range fairly frequently, once a week or every two weeks. I've started pricing out some group lesson packages and would still like to do that!

Goal: Study and sit for CFA Level I in December '09
Progress: I registered a few months ago and am in the process of studying! It is overwhelming but I tried to start early and am getting into a good routine now. As the exam gets closer, studying will become my life!


Frugalchick July 27, 2009 at 12:02 PM  

Sounds like you are doing great with your goals. Congrats!

SavingDiva July 29, 2009 at 11:57 PM  

Wow! You're doing a great job with your goals!

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