Update for May:

Year-To-Date, our retirement balances are still down 1.62%, although our Net Worth is way UP compared to last year this time, mainly our debt obligation went down to “zero” with the exceptions of our existing mortgage. I will say, the market has gained momentum that help recover losses from Jan & Feb.

This month we are paying off our daughter’s private tuition for next year, due including registration $5K. Wrote a check for the entire year yesterday.

We had multiple goals in the beginning of the year & completed goals
1) Prepay San Diego trip and Lake Tahoe vacation. DONE.
2) ROTH 2016 Fully Funded by April. DONE
3) Christmas Fund $2500. DONE

4) Car Fund
5) Home renovation

For the rest of this year, we can now focus on goal 4 & 5. We’re pretty excited to get this started.

Overall, our Expenses including savings + car fund minus tuition going estimated $13,600 for May. June is our breathing room. But we can still manage if we stick to our budget which we are. Failure is not an OPTION!!!

Update for May

Year-To-Date, our retirement balances are still down 1.62%, although our Net Worth is way UP compared to last year this time, mainly our debt obligation went down to “zero” with the exceptions of our existing mortgage. I will say, the market has gained momentum that help recover losses from Jan & Feb losses.

This month we are paying off our daughter’s private tuition for next year, due including registration $5K. Wrote a check for the entire year yesterday.

We had multiple goals in the beginning of the year & completed goals
1) Prepay San Diego trip and Lake Tahoe vacation. DONE.
2) ROTH 2016 Fully Funded by April. DONE
3) Christmas Fund $2500. DONE

4) Car Fund
5) Home renovation

For the rest of this year, we can now focus on goal 4 & 5. We’re pretty excited to get this started.

Overall, our Expenses including savings + car fund minus tuition going estimated $13,600 for May. June is our breathing room. But we can still manage if we stick to our budget which we are. Failure is not an OPTION!!!