2025 Goals
Goal 1: Max out both of our traditional IRA’s
Goal 2: Max out 401k plan ($23k)
Goal 3: Max spouse 401K plan ($23k)
Goal 4: Contribute $28k to taxable brokerage account
Goal 5: Contribute $12k to 529’s
Goal 6: Setup a will / estate planning
Goal 7: Take a trip to Mexico in the spring + A summer + winter vacation
2024 Goals
Goal 1: Max out both of our traditional IRA’s ($7k x 2) – ACHIEVED
Goal 2: Max out 401k plan ($22.5k) – ACHIEVED
Goal 3: Max spouse 401K plan ($22.5k) – ACHIEVED
Goal 4: Contribute $24k to taxable brokerage account – ACHIEVED
Goal 5: Contribute $5k to 529’s – ACHIEVED
Goal 6: Setup a will / estate planning – MISSED
Goal 7: Take a trip to Mexico in the spring + A summer or winter vacation – ACHIEVED
2023 Goals
Goal 1: Max out both of our traditional IRA’s – ACHIEVED
Goal 2: Max out 401k plan – ACHIEVED
Goal 3: Max spouse 401K plan – ACHIEVED
Goal 4: Contribute $25k to taxable brokerage account – MISSED
Goal 5: Setup a will / estate planning – MISSED
Goal 6: Take at least 2 our of state vacations – ACHIEVED
2022 Goals
Goal 1: Max out both of our traditional IRA’s ($13,000) – ACHIEVED
Goal 2: Max out 401k plan ($19,500) – ACHIEVED
Goal 3: Contribute $13k to spouse 401k plan –
Goal 4: Contribute $30k to taxable brokerage account – MISSED
Goal 5: Setup a will / estate planning – MISSED
Goal 6: Take the family on a trip to Destin, Florida – ACHIEVED (went to Chicago instead)
2021 Goals
Goal 1: Max out both of our traditional IRA’s ($13,000) – ACHIEVED
Goal 2: Max out 401k plan ($19,500) – ACHIEVED
Goal 3: Contribute $13k to spouse 401k plan – ACHIEVED
Goal 4: Contribute $2k to 529 plan’s – ACHIEVED
Goal 5: Contribute $20k to taxable brokerage account – ACHIEVED
Goal 6: Successfully sell our current house and relocate to a new house – MISSED
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