We're coming up on the start of a brand new decade. Funny how time flies.
Each new year brings up the feelings of a fresh start. Reviewing the past year, seeing what you can improve on, and seeing your successes. This was a fun year.
Here's a pic with Santa at Seattle's oldest Chinese Restaurant!
I've never really set goals in the past. I just kind of played it by ear on a day to day basis with a vision of the future in mind.
So this year, I am challenging myself and setting some goals to make that future vision more clear. I will review these in June and see if I need to make adjustments (upward adjustments!)
Here goes!
FINANCIAL GOALS
Each new year brings up the feelings of a fresh start. Reviewing the past year, seeing what you can improve on, and seeing your successes. This was a fun year.
Here's a pic with Santa at Seattle's oldest Chinese Restaurant!
Picture with Santa at Tai Tung Restaurant - 12/21/19 |
I've never really set goals in the past. I just kind of played it by ear on a day to day basis with a vision of the future in mind.
So this year, I am challenging myself and setting some goals to make that future vision more clear. I will review these in June and see if I need to make adjustments (upward adjustments!)
Here goes!
FINANCIAL GOALS
- Add $5,000 to my investment account. This will be easy. Transferring $200 per paycheck into the Fidelity account should be doable. I may raise this total by June.
- See my dividend income increase by 10% from 2019. Much of this depends on adding funds, so this connects to #1
- Increase my holdings by 5 companies. Not just add to my current holdings, but have 100 companies to earn dividends from.
- Save $16,000 for bills in 2021: Property Tax, Home Insurance, Auto Insurance, Car Tabs, Water Bill, Electric Bill, Gas Bill, Internet, Phone Bill, TV Costs. That's $43 per day. I want to be a year ahead. Then in 2021 and beyond, I can put more into the market once I am ahead.
- Fulfill my goal of buying the equivalent in shares of what I spent in 2019 at Costco, Target, Apple Store, Home Depot, Bed Bath and Beyond, Starbucks, and At&T.
Posting these goals will stick me to them. It better....
PERSONAL GOALS
- Take a spring road trip. Yellowstone would be ideal.
- Exercise more. I was doing well until my right knee and left achilles acted up. Fell out of routine
- Drop about 20 lbs.
- Drink more green tea.
- Sell off some of my record collection. It was a long term goal to sell eventually. Well, I have run out of room. I think I would rather sell than keep some of the ones I rarely listen to.
- Improve piano skills and improve guitar skills.
- Blog more.
- Enjoy more oysters like these.
Fat Bastard oysters |
Well, let's revisit this on June 1st and see the progress!
See ya!
Sorry to hear about your mom :( You're an angel for being there with her and guiding her along!
ReplyDeleteThanks, it's much appreciated. I would not know where she would be if it were not for wisely budgeting the monies. So thanks to you for the inspiration!
ReplyDelete