JULY UPDATED TOTALS/ORIG GOALS:
401k Mrs: $10,306 / $18,000 (57%)
401k Match Mrs: $3,259 / $2,400 (136%) - finally got employer match for the 1st half of the year.**
401k Mr: $12,196 / $18,000 (68%)
401k Match Mr: $7,881 / $5,500 (143%) -- includes $5,000 employer profit sharing deposit
HSA Mrs: $3,652 / $5,230 (70% - includes employer $ of $1,500)
HSA Mr: $1,300 / $1,520 (86% - includes employer $ of $1,000)
Taxable Investments: $37,183 / $14,300 (260%)*
Other Savings: $7,200 / $10,800 (67%)
College 529: $2,912 / $4,990 (58%)
Other College: $2,745 / $14,000 (20%) - no change
Extra Mortgage Princ: $22,482 / $27,668 (81%)
TOTAL: $101,115/ $122,408 (83% of original goal)
Look at that - over the $100k mark. Awesome!
*I got the 2nd half of my annual bonus in July which is why we were able to kick another $10,000 into investments this month.
**Finally got employer 401k match for the 1st six month. This is all I will be receiving until January, 2018.
Although no more bonus money is coming this year, we do have extra earnings due to hitting the SS annual max so we will pad the investments a little more between now and the end of the year. We are on track to exceed our stretch goal. Double awesome! After an extremely busy June and July with little time to think or check on financial matters, it's pretty nice to see that our plans have all played out fine and we are having an excellent year.