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Archive for December, 2015

Year End

December 27th, 2015 at 07:31 pm

This entry is mostly nonfinancial, tho I will note that I decreased debt by $7,630 and added $7,975 to my retirement accounts during the year, so over 15K total to the good.

I've gone ahead and updated my side panel for my 2016 goals--fewer than in previous years, with the hopes that I'll make even more progress on each.

Here are my goals/results for 2015.

Goal Domain/Result
Job Performance: Completed 1 of the CFP classes, gained familiarity with the top 40 clients, improved efficiency, and earned a raise mid-year.

Organization: very little progress at home, made a start at office organization. I did improve my financial organization by moving my non-mortgage debt from credit card balance transfers to loans (first a personal loan and then a HELOC at a better rate, which I used to partially but not totally pay off the personal loan, and partially for some capital improvements). This will be a big area of focus for 2016 now that I have one year at my new job under my belt. Making big improvements here will enable improvements in other areas in future years.

Health: Joined a gym mid-year and have gone 2-3 times a week pretty consistently since; kept my weight fairly steady; and got my chronic bronchitis under control by going on FloVent. But I am suffering from fairly severe fatigue and need to work on improved sleep/decreased fatigue in 2016, as well as keeping up with the gym and decent nutrition.

Social/Recreational: Took 3 short vacations (first since 2011), saw half a dozen plays and about two dozen films, participated moderately actively with my congregation--but did not manage to entertain at all. I'll get organized in 2016 and make having people over a goal in 2017.

Professional development: Went to about two dozen Board meetings and/or networking events, joined a new professional organization, wrote one entry on my professional blog.

All in all, not a bad year, even if I fell short of my ambitions. But better to aim higher and fall short than to aim too low and not perform up to my best.