Goals Review - November 2006

Last month, I set myself up to succeed in reaching our financial goals and I did just that.

Goal: Reduce Credit Card debt by 30%
Accomplished: Well, sort of. We put $5,500+ toward the credit cards as planned. However, there were a couple card purchases that may offset this 30% decrease somewhat. Most notably are the plant tickets for my grandma’s birthday party in January. So, once the bills come in, we’ll see what impact that will have and whether or not we’ll have the cash to just cover the additional purchases.

Goal: Begin funding the daughter’s saving account.
Accomplished: I did just that.

Goal: Transfer all personal bill pay accounts to joint account.
Accomplished: Done.

Goal: Set up dentist appointments for all family members.
Accomplished: The partner and I went to the dentist and used up the remaining FSA funds. We didn’t need to take the daughter and she isn’t due to an appointment anyway — it will be better to take her next year on the next FSA allocation.

I’m very proud of meeting these goals and it makes me feel like I can stretch to reach some more challenging goals next month. Now, just to figure out what they are going to be and the holiday brainwashing may mean that staying within budget is a major goal.

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