A month ago I posted my 2021 net worth goals. Checking in to see how things are going…
- Retirement: $614,629 ($521.5k then)
- Current: $715k (cool, already beating my goal, guess I should raise it!)
- Taxable Investment: $822.5k ($804.5k then)
- Current: $856k (also hit goal already nice, need new goal)
- Emergency Fund: $60k ($60k then)
- $62k (still good)
- IVF Fund: $65k ($65k then)
- ok this is $0 because I didn’t want it sitting and I moved it to my investments. But I can sell some investments when/if we decide to do IVF. Going to remove this goal.
- 2 Yr old 529: $196k ($91.6k then)
- $105k (need $91k more but might reduce this goal)
- 0 Yr old 529: $151k ($41.3k then)
- $73k (need $78k more but might reduce this goal)
- -3 Yr old 529: $63.7k ($63.7k then)
- $65k (good)
New 2021 Goals…
| GOAL | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | REM | |
| Retirement | $800.0 | $521.5 | $715.0 | $85.0 | |||||||
| Taxable | $900.0 | $804.5 | $856.0 | $44.0 | |||||||
| Cash | $0.1 | $0.1 | $0.1 | $0.0 | |||||||
| 529 A | $150.0 | $91.6 | $105.0 | $45.0 | |||||||
| 529 B | $150.0 | $41.3 | $73.0 | $77.0 | |||||||
| 529 C | $65.0 | $63.7 | $65.0 | $0.0 | |||||||
| Home Equity | $270.0 | $250.0 | $257.0 | $13.0 | |||||||
|
savings needed:
|
$264.0 |
Will check in again each month to see how I’m progressing towards these new goals!
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