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About Me:

Dido

Former academic turned CPA/Financial Planner (CFP(r))

My philosophy
Invest wisely and for the long term. Invest in yourself and not just in the market. While sometimes you need to be frugal to save funds to invest, at other times, spending more money in the short term will yield more valuable long-term results. Think about major decisions, THEN make saving for them automatic. Creating good financial habits and systems is key to success. The goal is not to die with the most money, but to live a full, meaningful, and satisfying life!

Goals for 2024
Word of the year = Simplify and key areas of focus = health, wealth, and systems, habits, & routines.

1. Health: Maintain/improve on health gains from 2021-2023. 150-300 "zone minutes" per week. Keep up the running and run the Turkey Trot next November in under an hour. Add in "micro workout" resistance training weekdays. Take kayaking lessons over the summer and possibly try stand-up paddle boarding.

2. Wealth: Continue to save, and to pay down total debt to 60k by January 2025.

3. Systems, habits, and routines: Improve workflow to get tasks completed earlier. At home, add some time weekly and monthly to maintain my filing system, and bring in some professional help to declutter the guest room.

Home Improvement Projects for the next several years..not sure about order
2018: landscaping (some)
2019: decluttering (some); main roof coated (10-year warrenty)
2020: replaced front & rear porch roofs
2021: replaced water heater; washing machine, A/C, bed; plumbing upgrades; decluttering;
2022: nada
2023: replaced refrigerator
2024: decluttering; possibly replace oven and dryer, but first take care of hopefully minor electrical and plumbing issues.

2024-28: replace dryer & oven (last of the original appliances that came with the house in 2005); external painting; front steps; door/window updates; update kitchen & bath; replace current car

2029-2031: consider selling & moving to a home more suitable for retirement.

Second Quarter Net Worth

June 30th, 2007 at 05:59 pm

I'm up 15.5% so far for the year according to the updates I do on NetworthIQ.com.

The biggest source of the increase is (presumed) home valuation, as judged by zillow.com. The area where I live has *not* been enduring the nationwide housing slump--things are definitely slower than they were in 2005, but still expanding. My retirement accounts are also up 5.5%, and my emergency fund, which I'd pretty much decimated last fall with all of Henry's medical problems is back up to over $4200.

Posted in $$ balances | 2 Comments »

2 Responses to “Second Quarter Net Worth”

Ima saver Says:
June 30th, 2007 at 07:07 pm 1183230471
1183230471

Hey that is great. I use networth iq also!
baselle Says:
June 30th, 2007 at 11:17 pm 1183245454
1183245454

Careful about zillow.com, but good news all around!

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Fiscal Fitness

On a journey to improve health and wealth!

Second Quarter Net Worth

2 Responses to “Second Quarter Net Worth”

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