Layout:
Home > Six month balance sheet review & Remembering Henry

Six month balance sheet review & Remembering Henry

May 31st, 2015 at 08:23 pm

Just looking at my balance sheet today compared to six months ago (11/30/2014). Overall I have a nearly 25K net increase, of which half is in retirement savings (and that increase is pretty evenly divided between new contributions and capital appreciation).

Of the other half, 5,000 is a net decrease in debt (which has been transferred from credit card balance transfers to a personal consolidation loan) and the rest is an increase in savings (some ready cash and the rest in my HSA).

Nice to see progress and especially to feel like it is progress that will continue, rather than a few steps forward and a few steps back. Of course, we'll see if there is any big market correction this year, but at least for the factors under my control, I am feeling positive.

Also, for those of you who have seen me on here for a long time, yesterday was the five year anniversary of Henry's passing. Hard to believe it has been five years. I always told him his middle name was "Retirement," since during the 4 years I had him I ended up putting the amount that I otherwise would have put towards retirement towards medical expenses for him--but he was well worth it for the love and purpose he gave me during some pretty tough years.

2 Responses to “Six month balance sheet review & Remembering Henry”

  1. Ima saver Says:
    1433112436

    Yes, I do remember Henry. I lost my little Holly over 3 years ago. You are so right, the love that they give you cannot be measured in money.

  2. FrugalTexan75 Says:
    1433203142

    Great job on the debt decrease and the net worth increase!

Leave a Reply

(Note: If you were logged in, we could automatically fill in these fields for you.)
*
Will not be published.
   

* Please spell out the number 4.  [ Why? ]

vB Code: You can use these tags: [b] [i] [u] [url] [email]