Turkey day is around the corner and we all seemed to enjoy sharing our accomplishments last year so let's do it again.
What financial goals have you all accomplished this year?
I’ve achieved the following:
1) Fully funded my backdoor Roth IRA for 2016 and 2017.
2) Maxed out my 403b.
3) Utilized a brokerage window and transitioned my old 401k from a high ER, actively managed set of funds to my own selection of low-cost index funds. I'm up 17% this year and the fees are pretty negligible. For some reason, I'm having trouble doing this with my other accounts.
4) Went from $0 net worth December 2016 to $100k+ within the last 60 days.
5) Roth IRA passed the $100k mark this year.
6) Filed my taxes by the April 15th deadline. Super happy about this.
7) Found out I qualify for my workplace pension.
8) Paid off my student loans in April.
A few words about this accomplishment. After 10 months of nose-to-the-grindstone commitment, I thought I would feel a greater sense of achievement and euphoria but I didn't. At least not immediately. However, as time has passed and the student loan funds have been funneled toward other financial and personal goals and I no longer have the financial burden associated with student loans, I am overall happier and I tell everyone I paid off my student loans. I should probably stop but I can't help myself. Additionally, my perspective regarding personal and professional opportunities is far more expansive and fearless.
9) Maxed out my 6-month emergency fund within 4 months of paying off my student loans.
10) Continued to read personal finance books.
So how'd you all do this year? Did you accomplish the goals you set in that 2017 goals thread? Did you exceed your own expectations? How many of the following milestones did you check off (and celebrate) this year? https://www.whitecoatinvestor.com/14-financial-milestones-worth-celebrating/
What financial goals have you all accomplished this year?
I’ve achieved the following:
1) Fully funded my backdoor Roth IRA for 2016 and 2017.
2) Maxed out my 403b.
3) Utilized a brokerage window and transitioned my old 401k from a high ER, actively managed set of funds to my own selection of low-cost index funds. I'm up 17% this year and the fees are pretty negligible. For some reason, I'm having trouble doing this with my other accounts.
4) Went from $0 net worth December 2016 to $100k+ within the last 60 days.
5) Roth IRA passed the $100k mark this year.
6) Filed my taxes by the April 15th deadline. Super happy about this.
7) Found out I qualify for my workplace pension.
8) Paid off my student loans in April.
A few words about this accomplishment. After 10 months of nose-to-the-grindstone commitment, I thought I would feel a greater sense of achievement and euphoria but I didn't. At least not immediately. However, as time has passed and the student loan funds have been funneled toward other financial and personal goals and I no longer have the financial burden associated with student loans, I am overall happier and I tell everyone I paid off my student loans. I should probably stop but I can't help myself. Additionally, my perspective regarding personal and professional opportunities is far more expansive and fearless.
9) Maxed out my 6-month emergency fund within 4 months of paying off my student loans.
10) Continued to read personal finance books.
So how'd you all do this year? Did you accomplish the goals you set in that 2017 goals thread? Did you exceed your own expectations? How many of the following milestones did you check off (and celebrate) this year? https://www.whitecoatinvestor.com/14-financial-milestones-worth-celebrating/
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