2009 Goals, from here and revised based on life.

2009 Retirement

  • Contribute 10% in 40k (up from 8%) Doing automatically
  • Max Out Roth IRA
  • Move Roth IRA to vanguard

2009 Savings (see sidebars for current status)

  • Save/Use $5000 towards wedding/honeymoon (added May 2009)
  • Start “Long Term Travel Fund” and get balance to $1000
  • Efund up to $16k by end of year DONE!
  • Increase Student Loan Account to $2400 (start of year: $1400)

2009 Career/Education

  • Continue towards M.S. taking 4 classes and getting A/A-
  • Be proactive about job/career. Specifically:
    • Talk to manager about career goals and ask to look for new assignments Done!
    • Get my job classification changed == raise (in progress )
    • Take part in one of those (stupid) work involvement groups

2009 Life

  • Camping on Catalina
  • Big Sur (summer vacation?)
  • Sespe Wilderness area
  • Do a 5k, for real
  • Visit friend in Portland before she moves back to the Midwest Done!
  • Mt. Baldy
  • Move to new apartment Done!
  • Mt. Lukens Done!
  • Keep monthly clothing spending under $100/mo average
  • Try out ocean kayaking
  • Take a morning yoga class on the beach

Midterm goals

  • Get M.S. by the end of summer 2010
  • Hike Half Dome in Yosemite
  • Run in the L.A. marathon (2009) sometime, but probably not 2009
  • Have $100k in retirement by age 30. Since this involves such beautiful round numbers, it obviously is not a well thought out goal…. But it still sounds nice!
  • Live and work abroad for awhile before “settling down” somewhere

Long Term Goals (These aren’t well defined yet, but I’ll figure it out as I go)

  • Be content
  • Travel as much as possible
  • Save “enough” for retirement