Goals

These are our goals for now. I will update them as we meet each goal.

Net Worth Goals

• 2009 $18,000- Dec 2009
• 2010 $30,000- Dec 2010
• 2011 $36,000- Dec 2011
• 2012 $67,000- Dec 2012
• 2014 $100,000- Jan 2014
• 2017 $200,000-  March 2017 Hit Goal
• 2020 $300,000- Hit January 2020
• 2022 $400,000- Hit November 2020
• 2022 $500,000- Hit December 2021
• 2023 $600,000- Hit July 2023
• 2024 $700,000- Hit February 2024
• 2024 $800,000

Retirement Goals

• December 2015 Goal- $33,000- Goal Completed
• December 2017 Goal- $45,000 – March 2017 Goal Completed
• December 2020 Goal- $100,000- February 2020
• December 2020 Goal- $115,000 -Sept 1st 2020 $120,931.41
• June 2021 Goal- $140,000- Hit Feb 2021 $140,371.56
• December 2021 Goal- $180,000- Hit August 2021
• December 2022 Goal- $250,000- Hit 2023
• December 2023 Goal- $300,000-December 2023
• December 2024 Goal- $400,000

Car Fund

• December 2024 $10,000

House Fund Goals

• December 2014 $63,000 -Goal completed Dec 1st 2014
• June 2015 $70,000 -Goal completed and exceeded April 2015!!!
• December 2015 $75,000 – Goal completed September 2015
• June 2016 $83,000 -Goal completed March 2016
• December 2016 $92,000
• June 2017 $100,000 – Goal Completed Feb 2017 (Bought a house with it March 2017)
• December 2021 $220,000-hit
• December 2024 $285,000

Mutual Fund Portfolio

• June 2015 $15,000- missed the market hasn’t been in our favor
• I sold some stocks in 2018?
• Sept 1st 2020 hit $15,436.82 took a while but I sold a few thousand worth of stocks and haven’t invested anything in years.
• December 2021- $20,000- hit

Traveling 2015

• France completed July
• Germany completed August
• Austria Completed August
• Scotland Completed May
• Italy Completed June
• Spain Completed June
• Wales
• Hawaii 2024