2023 Year End Financial Update & 2024 Goals!

I want to start writing on here more consistently again! So here is the beginning of that.

It has been challenging to do many things other than work and survive with an infant, but I’ll give it a shot.

Also, I have a new job at a CPA firm! (Been there for almost year now.) So tax season is beginning January 2nd and I will hardly have time to breathe. If you’re my friend or family member, see you in late April!

On to our finances…

The numbers I have posted have changed quite a bit. I’m proud of the financial progress we are making!

Our Financial Goals:

• Be Debt Free
• Make $2,000+ a month from investments or part time work so we no longer need to work full time.

Our Current Numbers as of December 22nd, 2023:

Investments: ($62,998)

• My Roth IRA: $31,732
• B’s Roth IRA: $27,895
• My IRA: $2,111
• My Roth 401(k): $1,100
• Our son’s UTMA: $160

Savings: ($11,152)

• Savings: $11,152
• HSA: $0

Property: ($201,850)

• House: $194,000
• Car: $7,850

Debt: (-$93,525)

• Mortgage: -$93,525

Total Assets: $276,000

Net Worth: $182,475

Financial Goals by end of 2024:

I want to set the goals as challenging, but realistic.

• I would like the mortgage to be down to -$46,000 or less.
• $70,000+ invested
• Brandon and I both get raises.
• Household pre-tax income of $100,000+

I will write a separate post about our other goals for 2024.

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