With time on my side, I am thankful to have the knowledge of money, and how to be smart with it. Below you will find most of my major short term and long term goals. Every 2 months, I will provide an update on my goals and the progress that I have made.

Description

Goal Amount

Goal Date

Tax Free Savings Account $5000.00 Dec 31, 2009. For contribution year 2010
Mortgage Down Payment (joint venture) 20% of house price August 1, 2010
Investments (3 separate funds) 3 x $1000.00, plus biweekly contributions thereafter Oct 1, 2009
Eliminate all debt $600.00 July 1, 2009
Furniture Fund/Household fund $20,000.00 Nov 2010

 

Long Term Goals

Description

Goal Amount

Goal Date

Net Worth – excluding value of home 250,000.00 Age 30
Retire Individual net worth 1.2 million, net worth as a couple 2.4 million Age 47
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