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Thursday, July 21, 2016

Financial Check In

Every once in awhile, I like to check in with my personal finances and see how I'm doing. My last check in with priorities was about a year ago and it's time for new priorities.

I'm adding a new change to the priorities - dates. What are priorities if they are not framed by time?

  1. Continue maxing out the 401(k), adjust % post bonus (August)
  2. Pay off Wells Fargo 1 loan (monthly, by December)
  3. Max out the HSA, contribute (January & February)
  4. IRA, contribute and purchase investments (February & March)
  5. Pay of CC balance at 0% (February, March, & April)
  6. Calculate taxes that need to be paid, put aside and pay (March & April) 
  7. Pay off Wells Fargo 2 loan (monthly, by May)
  8. Pay off personal loan at 0% (monthly, by June)