Wednesday, June 2, 2010

June Financial Goals

    Expenses I expect this month:
    • Yard ($100)
    • Gifts (Adam's bday and fathers day $20, Logan's Bday $20, Lydia's wedding $50, Sean and Mandy's $30)
    • total expected expenses: $320
    • Wedding plans this month:
    • meet with videographer and book it
    • meet with fr. ted and schedule stuff
    • contribute to fund
    • pick out cake server thing and gifts for party 

    I didn't do this last month, so here's the current standings
    For my accounts according to mint.com:
    • PERSONAL
    • Chase (low yeild checking): $25
    • Charles Schwab (high yeild checking): $25
    • Charles Schwab savings: $1000
    • First Merit checking: $25
    • Capital One emergency: $18,961.86
    • Capital One Savings: $4,212.79
    • Smartypig (our wedding fund): $500

    • INVESTMENTS
    • Charles Schwab Roth IRA (5/09 opened): $7,325.73
    • LHS retirement account(stopped contributing 5/10): $3,808.59
    • OPERS retirement account(account now closed, opened Traditional IRA 5/10): waiting.
    • Zak's Etrade savings account: 1,596.99
    • Zak's CollegeAdvantage fund: 1,089.29
    • MISC
    • Coupon savings this month: $43.92
    • Speedy points: 137057 
    • Swagbucks! New: 1208 (all swagbucks are now 10)

    Totals: nothing to total. We will start next month.

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