February 2017:
$20,939 / $122,408 (17% of original goal)
March promises to be WAY more exciting due to bonuses, third paycheck month, and Profit Sharing 401k deposit from Mr.Need2Save's employer!
March has not dissapointed. It was an extra check month, we got bonuses, and the MR got $5,000 in 401k profit sharing.
Here are the new totals (it's less exciting from here on out)
MARCH UPDATED TOTALS/ORIG GOALS:401k Mrs: $4,738 / $18,000 (26%)
401k Match Mrs: $0 / $2,400 (0%)
401k Mr: $4,842 / $18,000 (27%)
401k Match Mr: $6,321 / $5,500 (115%) -- includes $5,000 employer profit sharing deposit
HSA Mrs: $2,791/ $5,230 (53% - includes employer $ of $1,500)
HSA Mr: $1,141 / $1,520 (75% - includes employer $ of $1,000)
Taxable Investments: $17,584 / $14,300 (123%)
Other Savings: $2,400 / $10,800 (22%)
College 529: $1,248 / $4,990 (25%)
Other College: $2,745 / $14,000 (20%)
Extra Mortgage Princ: $16,234 / $27,668 (59%)
$60,048 / $122,408 (49% of original goal)We did not plan to pay quite as much on our extra mortgage payment, but our credit union processed the transfer as a manual check instead of electronic transfer and the bank applied the whole thing to the principal. I could have called to have them adjust it, but we decided to leave it alone and transfer the amount of our regular payment in time for April due date to avoid getting off track on our payment schedule. It just speeds up our pay off date by at least one more month which is fine by me.