James’s September and October Goals

by Dual Income No Kids on August 24, 2006 · 0 comments

With the hullaballou surrounding our wedding, I let a few things slide by the wayside. One of these was setting and maintaining monthly financial goals. Personally, I find monthly written goals to be useful because they keep me on track towards the bigger picture and thought I would share them with the wider blog community.

My goals for September and October are:

By September 30th:

1) Pay all bills on time
2) Stick to movie budget of $90.00
3) Invest $50.00 from paycheck in stocks
4) Purchase a $50.00 savings bond from paycheck

By October 30th:

1) Pay all bills on time
2) Stick to movie budget of $90.00
3) Invest $50.00 from paycheck in stocks
4) Purchase a $50.00 savings bond from paycheck
5) Complete refinance of investment property
6) Complete refinance of primary residence

A few comments: More and more, Miel and I have been setting our goals jointly, but these ones are what I have set for myself. Paying bills on time is a response to having gotten my DC tax bill in late and having been dinged for the fees. Also, I’ve been chronically late returning my rental movies, so by sticking to the entertainment budget, hopefully I’ll be able to reduce my expenses a bit.

Thanks for stopping by and happy surfing!

Best,

James

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