Goals Update March 2015

Update for March 2015:

Brokerage Investment Goal:

  • March Investments contributions were $1,075.20
  • YTD Investments contributions are at $3,037.97
  • Outlook: Green – everything’s on track.

Roth IRA Investments Goal:

  • March Investments were $500
  • YTD Investments total $1,300
  • Outlook: Green – everything’s on track.

Cash Flow Goal:

  • March was cash flow positive, with $5,809.63 being added to the bank accounts
  • YTD is at a positive $7,576.83 net cash flow
  • Outlook: Green – due to awesome bonus and base pay increases that exceeded my original estimate.

Additional Mortgage Principal Stretch Goal:

  • March was $0
  • YTD is $0
  • Outlook: Green.  I anticipate making my first principal-only payment of the year of $1,700 in April.  Sometime later in the year will add another $1,500 to bring the total estimated to $3,200.

GoalsMar2015

Keep track of the progress over at the 2015 goals page.

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