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New Quarter - Improved Performance?

March 28th, 2008 at 03:31 pm


Haven't blogged in awhile, somewhat discouraged by money plan's performance here. January was so good! Shopped once a week at Aldi's and conserved gas by not driving a lot. Also little to extraneous spending ...

Not realistic for the long haul - Feb and March included $65 for soccer, extra money for Easter donation and ham dinner for extended family, $700 car repair to older minivan, $250 deductible for car that was a total loss. We didn't incur any new debt, but only paid the minimum on AmEx Blue and the student loan payment.

Got the income tax refund today in the checking account - transferred that to Vanguard right away to use to pay the real estate taxes. Economic stimulus package check will be used to pay real estate taxes on the rental property. The tenant has not paid the rent due on March 15th. Not happy about that ...

Well, this is a ramble, isn't it?

My goal for April:
(1) Come up with a realistic spending plan (I did read Mary Hunt again and Howard Dayton's Money Map)
(2) Continue with contributions to IRA and HSA
(3) Come up with reasonable goal for debt eradication for second half of 2008

All for now -

1 Responses to “New Quarter - Improved Performance?”

  1. homebody Says:
    1206720825

    I could have just written your post with a few substitutions, like February for January. Did a great job on food/errand running in February, March is not looking so great, but you are right Easter food made it worse.

    Instead of tax refund, substitute DH's annual bonus. We are discussing over the weekend how to allocate.. IRA and HSA was brought up this morning.

    Enjoyed your ramble.

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