Update for April 2015:
Brokerage Investment Goal:
- April Investments contributions were $970.90,
- YTD Investments contributions are at $4,008.87
- Outlook: Green – everything’s on track.
Roth IRA Investments Goal:
- April Investments were $500
- YTD Investments total $1,800
- Outlook: Green – everything’s on track. Note that I anticipate contributing $6,000 this year to Roth IRA, since I made one of my monthly contributions as a 2014 contribution, giving me the ability to contribute a little extra this year than the federal maximum.
Cash Flow Goal:
- April was cash flow negative, with ($404.46) being added to the bank accounts
- YTD is at a positive $5,418.84 net cash flow
- Outlook: Green
Additional Mortgage Principal Stretch Goal:
- April was $0
- YTD is $0
- Outlook: Green. I anticipate making my additional principal payments for the next three months of about $700 per month. This is because April had less of a cash flow hit than anticipated, so there’s extra money available to put towards the house.
Keep track of the progress over at the 2015 goals page.
