Goals

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