Annual Goals

2021 Goals

Goal 1: Max out both of our traditional IRA’s ($13,000)

Goal 2: Max out 401k plan ($19,500)

Goal 3: Contribute $13k to spouse 401k plan

Goal 4: Contribute $2k to 529 plan’s

Goal 5: Contribute $20k to taxable brokerage account

Goal 6: Successfully sell our current house and relocate to a new house 


2020 Goals

Goal 1: Contribute $10k To Emergency Fund – ACHIEVED

Goal 2: Contribute $10k to IRAs – ACHIEVED

Goal 3: Contribute <= $15k to remodel master bathroom – ACHIEVED

Goal 4: Contribute $2k to 529 Plan – MISSED

Goal 5: Contribute $13k to Spouse 401k Plan – ACHIEVED

Goal 6: Contribute $19,500 to 401k Plan – ACHIEVED

Goal 7: Total Goal NW Increase Through Contributions For 2020: $54,500 – ACHIEVED