My Goals
My short term financial goals (by 12/31/2009)- Have $15,000 in savings account combined
- Draft a new will
- Open a Roth IRA and max it out with $6k
- Open a Roth IRA for hubby and max it out with $6k
- Find better deal on auto insurance currently $529/6 months renewing July 2009
- Find better deal on homeowners insurance currently $1,082/year renewing March 2010
- Declutter - so I can find everything and never have to buy something I already own but can't find
My not-so-long term financial goals (by my 55th birthday 10/17/2012)
- Have the home equity loan paid off currently $52k with last payment scheduled for Sept 2025
- Take a cruise and pay everything in cash
- Trade in my Jeep for a car and no loans
- Trade in hubby's van for a new van also with no loans
- Refinish the sunroom
- Put new flooring downstairs
- Resurface the driveway
- Replace all the gutters
- Buy a new computer
- Buy a big screen tv - okay, that's hubby's goal, not mine
My long term financial goals
- Have the mortgage paid off currently $146k with last payment scheduled for April 2019
- Sell the house and buy a smaller house in an over-55 retirement community without a mortgage
- Retire!