College, Goals, Retirement

Thinking About My Financial Goals For 2009

It’s hard to believe, but in just 15 days, it will be 2009.  I have started thinking about my financial goals for the coming year. Last year, I set some pretty aggressive goals, and I managed to accomplish most of them.  I fully-funded my 403(b) retirement account, my 2008 Roth IRA, and my wife fully-funded her pension plan.  We are…

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College, Goals, Retirement

Taking A Look At My 2008 Goals

Last December, I created some goals for 2008.  Throughout the year, I have been tracking my progress.  Here’s where I stand, with one month left in December, and with five months left to fund my wife’s Roth and my kids’ ESAs for 2008. Account Amount Progress My 403b $15,500.00 $15,500.00 My Wife’s Pension $2,000.00 $2,000.00 Daughter’s ESA $2,000.00 $0.00 Son’s…

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