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April Finanical Snapshot and General Goals

April 10th, 2021 at 01:15 am

It is very nice to live life without the mortgage monkey on our backs.  We closed on the house on March 24th and it took a week everything to be moved around.  I repaid the kids and deposited their funds back into their Vanguards.  My parents lent us money to do repairs and cover unexpected expenses, so they are paid back.  I upped the 401K contribution to 11% for SO.  I deposited the rest into the money market and need to meet with a finanical advisor on how to allocate, etc.

We do have an EF at $15,000 at a local bank.  I did put $500 into each of our individual checking accounts for whatever: my spenders can spend and my savers can save.  I was also rear-ended and ended up with $2,100 settlement which I put into a vacation fund.  I also have $10,000 for upgrades to the new townhome; so far we only plan on spending to carpet the family room first.  

Based on the new budget for April, here are the goals and accomplished so far after 4/2

Save $1,000 to 401(k) - $500/$1000 (Expected to complete 4/16)

Save $1,500 to Vanguard - $750/$1,500 (Expected to complete 4/16)

Save $1,650 to Chase Account - $0/$1,650 (Rent expected 4/15)

 

3 Responses to “April Finanical Snapshot and General Goals”

  1. CB in the City Says:
    1618160064

    So nice to see you doing so well. Enjoy!

  2. Fern Says:
    1618229440

    Yes, definitely life is nicer without a mortgage! You can really accelerate your other savings goals without one.

  3. rob62521 Says:
    1618499357

    Good work on getting rid of the mortgage! You are correct, is is very freeing!

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