A Look back at 2011 and New Years Goals for 2012

NEW YEARS 2012 GOALS

Health

-Continue with freezer meals (budget $50/wk with groceries)
-Keep Zak involved in swimming (Tuesdays 5:45pm), soccer (starting up in april), Basketball (Saturday morning)
-Only eat out with giftcards, goal is 2x/mo unless invited
-workout 3x/wk once with adam

Personal/Fun

- Holiday Camplands twice this summer if we can
- Drive to New York

- Meme's house once a week for dinners

- read 3 books by next year

- date nights/family nights 1 day a week

- adoption for Zak
- church with zak 2x/mo
- movies to dvd
- 2011 scrapbook

Make Money

- inbox dollars

- expo tv
- help Jim with pib houses

Debt

- Get rid of Quentin Rd

- Pay off credit card every 2 weeks

House

- Sell 1036 Quentin Rd

- Get a new house

- Make a trip to IKEA
- Get a new mattress from Dave

- New house then a new list

Finance

2012 budget

all year savings

- $400/mo house downpayment

- Zaks $25/mo in savings and budget for camp ($115/week for 10 weeks i believe) (from charles schwab acct)

- House funds and Emergency fund $100 in each/mo (from Charles Schwab acct)

- Roth $216/mo (from Charles Schwab acct)

= $13,692 + $1,150 for camp = $1020/mo then bills. ($756 transferred to Charles Schwab account from PNC acct)

then: $50/wk $200/mo groceries
         $75/mo gas

         $80/mo electric

         $800/mo mortgage

         $350/mo in car gas

         $20/mo life insurance

         $40/mo entertainment (people over, going out etc)

         $30/mo pharmacy 

         $20/mo fast food (including coffee)

         $110/mo gifts

         any auto repairs i'll pull from savings

         $160/mo cell phone
         $89.94 home internet & tv

         $35/mo home security

         $600/6 mo = $100/mo insurance

         $200/mo shopping (including clothing, toys, house stuff)
         $70/mo ymca

        =$2379.94

=$3399.94 total (includes adams car gas, home security we split, we split gifts, insurance, and phone, he pays me)

Look into moving my accounts all to pnc

Career

- Clinical ladder 2011 almost done, start 2012

- NCC renewal
- NRP renewal
- ACLS renewal
- BLS renewal

- CEUs--try to find some cheap CEUs---myfreece.com

- Work extra when needed

Monthly Meals

-Make a calendar of our meals of the month

Save 

- House

January Financial Goals

January Financial Goals

A new year, so let's do a new look to this!

Here are my accounts as they stand for January 2010

Personal Accounts that I will be moving to pnc


• Charles Schwab (high yeild checking): $3311


• Charles Schwab savings: $971
• Capital One Emergency: $10573
• Capital One Savings: $1086
  
  Personal Accounts at pnc

• PNC spend : $3979
• PNC reserve: $10

Joint Account at PNC

• PNC

Investments Accounts

• Charles Schwab Roth IRA (5/09 opened): $11936


• LHS retirement account: $6415


• IRA: $10124


• Zak's discover savings account: $3057


• Zak's CollegeAdvantage fund: $1500


Misc Accounts


• Speedy points: lost my card so I have to get my new card


• Swagbucks!: 2081

January Goals in Life

January

Health

-Continue with freezer meals (budget $50/wk with groceries)

-Keep Zak involved in swimming (Tuesdays 5:45pm), soccer (starting up in april), Basketball (Saturday morning) starting jan 3

-Only eat out with giftcards, goal is 2x/mo unless invited

-workout 3x/wk once with adam 

Personal/Fun

- Holiday Camplands twice this summer if we can July/Aug
- Drive to New York June?

- Meme's house once a week for dinners
- Get together with some people: Frank and Pam, Sarah and Rick, Christie, Amanda, Stacey

- read 3 books by next year Started my sisters keeper

- date nights/family nights 1 day a week

- adoption for Zak started paperwork and asked for letters

- church with zak 2x/mo

- movies to dvd start this month
- 2011 scrapbook start this month

Make Money

- inbox dollars $28

- expo tv 17739
- help Jim with pib houses wait until adam calls him

Debt

- Get rid of Quentin Rd

- Pay off credit card every 2 weeks paydays 1/5 1/19

House

- Sell 1036 Quentin Rd

- Get a new house

- Make a trip to IKEA
- Get a new mattress from Dave

- New house then a new list

all house is on hold until quentin sells

Finance

2012 budget

all year savings

- $400/mo house downpayment

- Zaks $25/mo in savings and budget for camp ($115/week for 10 weeks i believe) (from charles schwab acct)

- House funds and Emergency fund $100 in each/mo (from Charles Schwab acct)

- Roth $216/mo (from Charles Schwab acct)

= $13,692 + $1,150 for camp = $1020/mo then bills. ($756 transferred to Charles Schwab account from PNC acct)

then: $50/wk $200/mo groceries
         $75/mo gas

         $80/mo electric

         $800/mo mortgage

         $350/mo in car gas

         $20/mo life insurance

         $40/mo entertainment (people over, going out etc)

         $30/mo pharmacy 

         $20/mo fast food (including coffee)

         $110/mo gifts

         any auto repairs i'll pull from savings

         $160/mo cell phone
         $89.94 home internet & tv

         $35/mo home security

         $600/6 mo = $100/mo insurance

         $200/mo shopping (including clothing, toys, house stuff)
         $70/mo ymca

        =$2379.94

=$3399.94 total (includes adams car gas, home security we split, we split gifts, insurance, and phone, he pays me)

Look into moving my accounts all to pnc this month

Career

- Clinical ladder 2011 almost done, start 2012

- NCC renewal- by 8/12
- NRP renewal-by 4/12
- ACLS renewal- by 1/12
- BLS renewal- done waiting on card

- CEUs--try to find some cheap CEUs---myfreece.com- make sure enough for rnc

- Work extra when needed

Monthly Meals

-Make a calendar of our meals of the month- start this every month

Save 

- House

Master List of January things to accomplish

• • Every week make a list of: workouts, church, family night, and meme dinner night
  • start getting pictures for scrapbook 2011
  • start transferring dvds
  • plan meals for the month 
  • Pay CC 1/5  transfer $$ (savings to outside accts, house downpayment $200) then 1/19(savings, house downpayment $200 and bills)