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About Me:

terri77

I am 47, single, no kids. I am a health care professional. I feel that I'm generally a very good saver and a not so good budgeter - hence the credit card debt payoff I worked through in 2020.

My personal finance goals for 2024:

1. Contribute maximum to Thrift Savings Plan. This is a recurring goal that I’ve accomplished every year since 2008.

2. Contribute maximum to Roth IRA. This is a recurring goal that I’ve accomplished every year since 2001.

3. Pay off credit cards. Completed January 2021. Now the strategy is to pay off my credit cards monthly with no balance carryover.

4. Build up emergency & long-term savings. I completed my initial goal in April 2021. I have 3-6 months of expenses saved at this time & I continue to save for my next car purchase, which is hopefully many years away. I use high yield savings and CDs.

5. Invest in brokerage account. I started with the proceeds from selling my condo & have added monthly. This account is for a future down payment when I purchase a home again.

6. Give to church monthly. I attend two churches right now so I alternate my monthly offerings.

7. Give to charity monthly. Food banks are my preferred charity to give to. I have automated my charitable donations at work to give with my biweekly paychecks.

8. Apply for promotions as they become available. Right now I’m very happy in my current position, so this isn’t much of a goal currently. I have received several raises, I enjoy the work I do, & the people I work with…I’m very happy to stay where I am.

9. New goal for 2024! Build new home with $100k down. This will be funded from my brokerage account & cash savings. 🏡

August 2024 Net Worth…second try

September 7th, 2024 at 05:03 am

TSP $1,230,506

IRA $360,024

Brokerage $6,141

Total Investments $1,596,671

Savings $25,823

Home Equity $138,476

August 2024 Net Worth $1,760,970

July 2024 Net Worth $1,709,201

Monthly Gain/Loss $51,769

Other Assets

Checking $9,070

Car $13,000 (average)

Posted in Net Worth | 3 Comments »

3 Responses to “August 2024 Net Worth…second try”

Tabs Says:
September 7th, 2024 at 10:27 am 1725701257
1725701257

$50k+ gain in a month? Congrats!
terri77 Says:
September 8th, 2024 at 11:31 pm 1725834714
1725834714

I’ve had even bigger monthly gains than that. The market is rocking and rolling.
rob62521 Says:
September 26th, 2024 at 05:20 pm 1727367607
1727367607

That's good news indeed! Hope it continues to increase! Hope mine does as well!

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Firefly's Personal Finance Blog

Working out my spending impulses.

August 2024 Net Worth…second try

3 Responses to “August 2024 Net Worth…second try”

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