A Review of My 2009 Personal Finance Goals

December 10th, 2009 admin

In January, I created seven personal finance goals for myself.  Sometimes I succeed, sometimes I fail miss the target.  Let’s see what I accomplished in 2009.  I said I would: 1. MAXIMIZE INVESTMENT CONTRIBUTIONS – contribute the maximum ($23,500) to all of my investment accounts by December 2009: 401k: $16,500 – ‘09 max, IRA: $5,000 – ‘09 max, and BabyGirl’s 529: $2,000 – tax deductible max. Success!  This is only the second year I’ve maxed out my retirement accounts. Thanks to automatic payroll allotments, I’ve learned to live without the money because I never see it.  I set it and forget it. Barring any major life changing events, I plan to max out my annual retirement contributions until the golden age arrives. 2. MEET ALL PERSONAL SAVINGS GUIDELINES …


Originally posted on Fabulous Financials

 
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