401K
- 31 December 2016 - $150,000
- Target 31 December 2017 - $200,000 ($3,500 per month) Behind
- New fund investments 10% of total fund balance
- Increases per trade increase
- Increase number of active investments
- Provides adequate diversification
IRA
$25,000 Behind
Checking Account
$20,000 end of year balance Danger
Net worth
Target $831.000 Behind
Target $120,000 Increase Behind
Target increase of $10,000 per month Behind
- New heating and air conditioning - $11000 - financed with Hero program Completed
- Power sprayer for home painting jobs - doors, laundry
- Laundry room tile floor and cabinets Completed
Germany trip
$8000 Completed
Tickets 4 x $1300 = $5400
Rental car $900
Trip to Paris $200 gas $300 accommodation $300 spending
Trip was way to expensive, despite cheap tickets.
Sylvia
- No new loans required in 2017 Danger
- she needs to pay off her existing debts to me and her credit cards
- by subsidising her business, she is impacting our family and creating a lot of stress for me
Trip to New Zealand
- Trip to New Zealand takes priority over trip to Germany Completed
Eden2
- Rebuild starting 2017 November
Inv 1 - Cancelled due to Eden2 additional special Levy
- Finance without Eden2 sale
- $15,000 TD Ameritrade
- $5,000 short term Bank of America loan
- $5,000 Cash from Eden 2
- Pay off Bank of America load by cashflow from Eden2
