About Me

Lorie

Married, three kids,two dogs. Live on very expensive Long Island, NY. Presently working for husband who is self employed.

Savings:
WAMU 20.00 challenge money:
3/07-116.44
5/23/07 new total=1200.00
6/18/07 new total=1500.00
7/18/07 new total=1500.00
10/20/07 12,001.00
11/21/07-12,471.00
12/13/07-12,905.00
12/29/07-13,275.00
12/31/07-13,400.00
1/21/08- 3000.00
2/8/07- 3,545.00
3/19/08- 4010.00
5/11/08- 25,000.00
6/13/08-0.00
7/3/08-9,400.00

----------------------
ING IRA
2006 contribution 4,000.00
2007 contribution 4,000.00

--------------------
DRIPS
2007
Jan. 1 gas co.&1 mortgage co.
Feb. 1 gas co.& 1 mortgage co
Mar. 2 energy co.'s
Apr. 1 communication Co,& 1 energy Co.
May 1 Altria
June 28- AT&T&GE
July26-1communication co.&1 energy co.
Aug.9-AT&T-Kraft-Pfizer
Sept.7 Kraft-Sempra
Oct. 22 Verizon+FP
Oct.31- FPL
Nov.9-FPL
11/16/07-FPL
11/21/07-PROG.
11/28/07-FPL
12/7/07-Southern
12/11/07-FPL
12/27/07-FPL
1/08 FPL, AT&T,Exxon
2/08-AT&T,Pfizer
3/19/008-AT&T,Pfizer Verizonand progress energy and southern co,
5/11/08-GE, Altria & PFE
6/13/08-Altria & PMI
---------------
Savings Bonds,EE and I
2007 0
-----------------

Fully Funded EF (Done)
-------------------
Debt:
Mortgage
12/31/06 - 190,000.00
1/15/07 - 188,472.00
2/18/07- 186,796.21
3/18/07- 185,104.00
4/18/07- 180,917.00
5/18/07-179,185.00
6/18/07-177,399.00
7/18/07-175,620
8/21/07-173,824.00
9/21/07-169,534.00
10/20/07-167,684
11/9/07-165,808.00
12/13/07-158,916.80
1/21/07-151,966.15
2/08- 147,500.00
3/19/08- 145,385.
05/11/08- 141,203.00
6/1/08-139,087.00
7/3/08-134,430.00
~~~~~~~~~~~~~~~~~~~~
Florida Mortgage
7/1/07-300,000.00
~~~~~~~~~~~~~~~~~~~~~
CC#1 12/31/06 - 1,000.00
CC#1 1/18/06 - 349.59
CC#1 2/9/07 - 0.00
cc's are at 0.00 5/25/07
cc's remain at 0 balance6/18/07
7/18/07-0.00
8/9/07-0 cc balance.
10/20/07-0 cc balance
11/22/07-0CC balance
12/29/07-0 balance
7/3/08 8,800.00
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GOALS for 2008:
Save 68,000.00 or more in cash.
IRA 4,000.00
Sharebuilder 12,600.00
Individual stocks 25,000.00
Make extra payments on mortgage, to pay off ahead of time.
------------------------

Upcoming Expenses:
~~~~~~~~~~~~~~~~~
Wood flooring for family room.
Pool repair-completed
Back yard relandscaped-partially complete

2008 Monetary Goals

December 31st, 2007 at 02:17 pm

1. Cash goal 68,000.
2. Sharebuilder account 12,600.00
3. IRA 4,000.00
4. Stocks 25,000.00
5. Make extra payments toward principal on mortgage.
Happy New Year!

Posted in Uncategorized | 2 Comments »

2 Responses to “2008 Monetary Goals”

PauletteGoddard Says:
December 31st, 2007 at 02:47 pm

You know that the maximum contributions for IRAs has gone up to $5000 for 2008, yes?
moneycents Says:
January 1st, 2008 at 03:50 pm

Thanks Paulette! I wasn't sure if it was this year or next.
Lorie

Moneycents Personal Finance Blog

Making sense out of money, a day at a time.

2008 Monetary Goals

2 Responses to “2008 Monetary Goals”

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