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Archive for December, 2024

2025 Goals

January 1st, 2025 at 01:36 am

Happy New Year! 2024 was good to me, despite health challenges for myself and my mom, who spent a month as an inpatient between the hospital & rehab. I have great expectations for 2025. 

My financial goals for 2025 have not changed much. I am readjusting my budget & cash flow after building my home.

1. Max out TSP: $23,500

2. Max out Roth IRA: $7,000

3. Max out FSA: $3,300

4. Contribute $500 monthly to brokerage: $6,000

5. Begin to replenish my savings re-starting with $100 monthly contributions: $1,200

6.  Rebuild cash cushion in checking to at least $10,000.

7. Automatic contributions to church & charity. 

8. My TSP match will be $6,300.

 

November 2024 Net Worth

December 3rd, 2024 at 05:53 am

TSP $1,319,624

IRA $379,382

Brokerage $8,194

Sub-Total Investments $1,707,200

Savings $12,699

House Equity $139,000

November Net Worth $1,858,899

October Net Worth $1,762,802

Monthly Gain/Loss $96,097

Other Assets:

Car $11,000

Checking $5,207