Wednesday, June 4, 2014

May 2014 Update

Investment value not including contributions increased 12K this month!  Wow, while I realize this is a function of market fluctuations outside of my control, and subject to change, it still sounds and feels great.  I'm going to be 35 in a couple of months, and I'm projected to hit $960K by 40.  But if I keep saving, and returns are good, I wonder if I can hit a million before age 40!  On the spending side, we are still working at using YNAB properly.  I think it is starting to help more and more.  We are going on vacation in June, a cabin in the mountains, so relatively low key, but still an extra expense.

May Net Worth Update:Category: Balance (Change)

Cash: $47,312 (+392)

Non-retirement investments: $123,968 (+2,584)

Retirement investments: $327,893 (+10,043)

Kids' 529s: $37,433 (+1,752)

Total Net Worth: $536,508 (+14,735)