Short Term Financial Goals

Below are some of our short term financial goals (1-5 years). I have checked off the items we have completed.

a Pay off 401K loan

a Pay off credit card debt with rate interest over 0%

a Save up 2 weeks worth of vacation (in case of job loss / unable to work)

Pay off 0% interest rate credit card debt

Open and fully fund Roth IRA for wife

Open and fully fund Roth IRA for husband

Sell Car 1

Pay off Car 2

10% (of gross income) contribution to 401(k)

Build emergency fund to $12,000

We’ll be selling Car 1 and funding Roth IRA’s for my wife and I in the coming months, so more checkmarks will be added soon.

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