2008 Goals

2007 was a good finance year.  I fell short of only 1 goal.  With Parker's birth and Dayna's Student Loan out of the way, I look forward to directing some of my 2008 funds into additional investments.  I make goals every year, but I also have a five year plan in place.  I'm currently beginning year three of the five year cycle.  The next five year cycle basically begins when Morgan starts kindergarten.  The five year plans will fall as follows...2006 - 2010, 2011 - 2015, etc.

2007 Goals ( Save/Invest $22,000 -- [Actual] = $18,000 )...

Fund 401K ( $4,000 ) -- [ Actual = $4,000 ]

Achieve 401K Company Match ( $4,000 ) -- [ Actual = $4,000 ]

Fund Roth IRA ( $4,000 ) -- [ Actual = $4,000 ]

Payoff Dayna's Student Loan ( $4,000 )

Purchase Vanguard PrimeCap Core Fund ( $10,000 ) -- [ Actual = $6,000 ]

Parker's Birth ( $2,000 )

Dividends ( $5,000 ) -- [ Actual = $7,200 ]

2008 Goals ( Save/Invest $33,000 )...

Fund 401K ( $4,000 )

Achieve 401K Company Match ( $4,000 )

Fund Roth IRA ( $5,000 )

Purchase Vanguard PrimeCap Core Fund ( $10,000 )

Purchase TBD New Fund ( $10,000 )

Dividends ( $10,000 )