# 2009 Goals

*********************************Goals 2009

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3. Contribute $12,000 to Son 1 529

4. Contribute $6,000 to Son 2 529

5. Extra $36,000 to mortgage

7. Educate myself more on Real Estate

8. Educate myself more on foundations

DONE

1. Invest $16,500 in 401(k)

2. EF Fully Funded

. a. 1st Month - $5,000

. b. 2nd Month - $5,000

. c. 3rd Month - $5,000

6. Rebalance portfolio

ON HOLD

2. EF Fully Funded

. d. 4th Month - $5,000

. e. 5th Month - $5,000

. f. 6th Month - $5,000

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Emergency Fund and Mortgage

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1st Month - $5,000

01/31/2008 - $796 ($4,204 saved)

02/17/2008 - $0 ($5,000 saved)

2nd Month - $5,000

02/24/2008 - $3,881 ($1,119 saved)

03/31/2008 - $3,881 ($1,119 saved)

04/08/2008 - $0 ($5,000 saved)

3rd Month - $5,000

04/08/2008 - $0 ($5,000 saved)

4th Month - $5,000

5th Month - $5,000

6th Month - $5,000

Mortgage (4.5% interest rate)

01/31/2009 - $340,948 ($477 paid)

02/28/2009 - $340,469 ($479 paid)

03/31/2009 - $339,988 ($481 paid)

04/30/2009 - $339,504 ($484 paid)

05/31/2009 - $353,000 - Refinanced

06/30/2009 - $351,623 ($1,376 paid)

07/31/2009 - $350,241 ($1,382 paid)

08/31/2009 - $348,854 ($1,387 paid)

09/30/2009 - $347,462 ($1,392 paid)

10/31/2009 - $346,064 ($1,397 paid)

11/30/2009 - $344,662 ($1,402 paid)

12/31/2009 - $343,254 ($1,407 paid)

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Savings and Investing

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Invest $16,500 in 401 (k)

01/31/2009 - $2,529 invested

02/28/2009 - $4,550 invested

03/31/2009 - $6,411 invested

04/30/2009 - $8,273 invested

05/31/2009 - $10,600 invested

06/30/2009 - $12,461 invested

07/31/2009 - $14,788 invested

08/31/2009 - $16,500 invested