Okay - June Updates Ready:
JUNE UPDATED TOTALS/ORIG GOALS:
401k Mrs: $8,918 / $18,000 (50%)
401k Match Mrs: $0 / $2,400 (0%) - won't change until July :-(
401k Mr: $11,013 / $18,000 (61%)
401k Match Mr: $7,486 / $5,500 (136%) -- includes $5,000 employer profit sharing deposit
HSA Mrs: $3,364/ $5,230 (64% - includes employer $ of $1,500)
HSA Mr: $1,260 / $1,520 (83% - includes employer $ of $1,000)
Taxable Investments: $23,683 / $14,300 (166%)
Other Savings: $4,800 / $10,800 (44%) - no change
College 529: $2,496 / $4,990 (50%)
Other College: $2,745 / $14,000 (20%) - no change
Extra Mortgage Princ: $20,920 / $27,668 (76%)
TOTAL: $86,686/ $122,408 (71% of original goal)
I didn’t think we would go lower than May, but we did in June. Things should go up a bit in July due to some quarterly savings we will do and also an incoming bonus. I also think this is our lowest projected month overall this year. Still at 71% of our projected total, we are very happy.