Goals Update July 2015

Update for July 2015:

Brokerage Investment Goal:

  • July Investment contributions were $1092.85
  • YTD Investment contributions are at $7119.88
  • Outlook: Green – everything’s on track.

Roth IRA Investments Goal:

  • July Investments were $500
  • YTD Investments total $3,300
  • Outlook: Green – everything’s on track.

Cash Flow Goal:

  • July was cash flow positive, with $1,485.53 being added to the bank accounts.  This is primarily due to a $3,000 check received by my parents unexpectedly, offset by additional principal contribution to the mortgage of $2,400.
  • YTD is at a positive $1,695.82 net cash flow
  • Outlook: Green.  Since the $3,000 check was unexpected, this helped offset the negative trend I’ve been experiencing the last few months. I believe there will be no chance of coming short on cash flow at year-end.

Additional Mortgage Principal Stretch Goal:

  • July was $2,400
  • YTD is $7,400
  • Outlook: Goal Exceeded!

Jul-2015-goals

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

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