Short Term Financial Goals

Started April 9, 2013 & Completed May 23, 2013

  1. Deposit $3,000 to my dividend investment fund
  2. Get my Home improvement fund up to $1,000
  3. Pay $500 towards my student loan principal
  4. Save $500 in my Son’s 529 Plan

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 Started June 1, 2013

  1. Contribute $500 to my Traditional IRA
  2. Save $500 into my Son’s 529
  3. Save $1,000 in cash towards a future house purchase
  4. Invest $1,500 into my Dividend Portfolio
  5. Save up $750 to allocate to my whole life insurance policies
  6. Save $750 in the house repair fund