Tuesday, June 2, 2009

June Financial Goals

Review of May:
  • OPEN an IRA 5/1/09. I will be opening it at charles schwab.--I did it and am contributing!
  • Look at home insurance to make sure its right according to Suze Orman--im waiting on this.
  • split $1000 between house fund $265, emergency fund $265, Roth IRA that I will be opening 5/08 $450, $20 Zak--did it!
  • There's going to be a lot of copays this month due to doctors appointments, i'm noticing.--not bad, tomorrow will be bad.
  • Also I have a wedding this month, so i'll be spending money on a gift.--only $25 and then a wedding gift of Jaimie and LEe
  • Also, i'm going to buy my firepit and bike corider :)---Got it but zak is scared of the corider
  • Looks like between career days, caring for kids, and just work i'm going to be picking up 63 hours at Lake East, which is good!!---yes i made good money, which will make up for this month
  • I predict spending a lot on my yard this month as well, mulch and plants for the garden.--Did the garden stuff and mulching, wasnt too bad.
On to June:
  • Start Jaimie as my sitter. She will be using my food here so my groceries may go up because at daycare, they got meals covered. It will be good though. Daycare costs remain the same.
  • I will be going to St. Louis again. So, that's an expense, but hopefully no more than $200 for the 5 days.
  • I have copays tomorrow and possibly eyeglasses to pay for :(
  • I did a summer shopping spree in may, so NO clothes this month!
  • split $1000 between house fund $265, emergency fund $265, Roth IRA that I will be opening 5/08 $450, $20 Zak
  • keep shopping at the farmer's markets and cheap stores

Ok Red is last month and Purple is this months:

For my accounts according to mint.com:

  • Etrade (high yeild savings account):$17,524.75 19,526.83 up $2002.08

  • Etrade (house fund): $1,106.56 $1373.81 up $267.25

  • Etrade (emergency fund): $1,530.80 $1793.87 up $263.07

  • Chase (low yeild checking): $3,572.61 $2388.61 down $1184

  • Charles Schwab (high yeild checking): $2,892.02 $1330.56 down $1561.46

  • Charles Schwab savings: $1,506.98 $3908.34 up $2401.36

  • LHS retirement account: $2,560.66 $2925.81 up $365.15

  • OPERS retirement account: $4,514.49 $4863.66 up $349.17

  • Zak's Etrade savings account:$1,305.94 $1328.46 up $22.52

  • Zak's CollegeAdvantage fund: $640.98 $703.87 up $62.89

  • Coupon savings this month: $54.55 (I will transfer that tonight to the acct)

  • Speedy points: 143524 143919 up 395

  • Swagbucks! New: started 4/09 cashed in points for $5 card, now 3

  • Shop at home.com points: $13.62 same

Totals: up $4988.31 actual money. YAY :-)

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