The last update for December 2015:

Brokerage Investment Goal:

• December Investment contributions were $874.01
• 2015 Investment contributions are at $12,032.56
• Final Result: Green – Goal Met!

Roth IRA Investments Goal:

• December Investments were $500
• 2015 Investments total $6,000
• Final Result: Green – Goal Exceeded!

Cash Flow Goal:

• December was cash flow negative, with a net bank account balance change of -$3249.10.
• 2015 resulted in a negative net cash flow of -$1,279.36.  This is primarily due to a strategic mortgage principal payment of an additional $3,500, which will help bring future expenses down by approx $1,100 per year for the next 4 years by removing PMI from my mortgage payment.
• 2015 Result: Yellow due to being within $1,500 of original goal target (5% of target amount).  While not ideal, I know it’s for the better.  For 2016, the goals will be written so I don’t have to put negative results down when strategic investments are made.

Additional Mortgage Principal Stretch Goal:

• Goal: $3000
• Actual: $10,900 (+$3,500 unexpectedly in December).
• Goal Exceeded!

All of the history of 2015 goal progress will be stored at the 2015 goals page.