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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. 🏡

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

Posted in Net Worth | 2 Comments »

2 Responses to “November 2024 Net Worth”

rob62521 Says:
December 16th, 2024 at 05:15 pm 1734369330
1734369330

It's wonderful to see the "gain!" Hope it continues for you. You've done a wonderful job saving and investing.
LifeBalance Says:
December 16th, 2024 at 07:10 pm 1734376244
1734376244

Nice!

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Firefly's Personal Finance Blog

Working out my spending impulses.

November 2024 Net Worth

2 Responses to “November 2024 Net Worth”

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