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2017 Retirement Numbers

January 16th, 2018 at 03:46 pm

2017 401k Personal Contribution: $16,802.21
2017 401k Company Match: $6300.80
TOTAL 401k Contribution $23,103.01

*this does not include the #s for my husband

Financial Updates (from EOM Aug/Beg Sept)

September 12th, 2017 at 01:38 pm

401k Update (Self only)

Personally Contributed $11,710.92 YTD
Company Matched $4,391.84 YTD

TOTAL Contributions YTD: $16,102.76

Current Personal Retirement Balance Total (without Spouse) $141,464.07 (UP from $119,755.27 on Jan 10th)

H.S.A Cash Amount: $43.24
H.S.A Investigated Account: $1743.20
Y.S.A (H.S.A) Account: $1916.36

Health Savings Accounts Total: $3702.80

Non-Mortgage DEBT UPDATE:
CC B (0%) $6,281.41
CC P (0%) $2,171.38
CC W (0%) Furniture Purchase $1754.35
CC B (PIF Monthly) $48.48
CC AZ (PIF Monthly) $66.31
CC T (PIF Monthly) $208.44

TOTAL: $10,530.37

SLUSH FUND SAVINGS UPDATE (to be used throughout the year as irregular expenses occur):

Facebook Kid Sales (sale & purchase of items for the 2 year old via yard and FB sales) $199.50
Facebook House Sales (sale & purchase of items for the house) $41.00
Clothing Fund: $60
2017 Gifts Fund $1271.00
2018 Gifts Fund $140.13 (all from free sources of income)
House Slush Fund $329.94
Home Upkeep $52.29
Medical Slush $93.26
Auto Slush $320.84
Membership Slush $52.48
2017 Gifts Fund $1271.00
Car Insurance Savings $195 (paid bi-yearly)

Joint Savings: $500.19
EF1 Savings: $13,000
EF2 Savings $3855.03
2018 Gifts Fund $587.23 (all from free sources of income)
Nephew UGMA Acct: $947.74
Daughter UGMA Acct: $300.01
Daughter 529: $752.81
CC Repayment: $184

Final 2016 401k Contribution #s

December 28th, 2016 at 11:30 pm

In 2016, I was able to contribute the following:

$14,747.02 My Contribution
$ 6,785.30 Employer Match
$21,532.32 TOTAL CONTRIBUTION in 2016

Because of increased contribution percentage, plus overtime, this is the best contribution amount I have had before and definitely the largest employer contribution amount! Woohoo!

Retirement Update

December 9th, 2016 at 01:21 am

Retirement update as of 12/8/16

$117,088.35 (not including my husband's 401k).

Retirement & HSA Account Updates

November 1st, 2016 at 05:24 pm

New Retirement Account Balances (without my husband's, which is about $60k at the moment)


HSA Balance: $$1,375.16

Retiremen Accounts (not including husband)

September 20th, 2016 at 01:30 pm

Last count, the retirement accounts total was $109,610.23 on 8/26

Today, its $110,054.89. I will take that!

Retirement Accounts & Savings Updates:

August 26th, 2016 at 05:32 pm


Personal Retirement Accounts Total: $109,610.23
Spouse’s 401k $50,694.93

Little One’s Savings: (at age 1 year)

529: $318.90
Kids Savings: $153.31


Home Fund: $500
EF: $88.51
Slush Fund: $626.50
Home Upkeep: $123.11
Medical: $310.54
Auto Savings (just had a car repair): $60.60
Vacation Fund: $0.29
Memberships: $39.14
Clothing: $29.47
2016 Gifts Fund: $1583.40
Rental Property EFund: $223.96
Nephew Car Fund (partially funded by him) $782.08

H.S.A Medical Savings:



Ebates: $19.13
Amazon Gift Cards: $15.00
CC Rewards $14.96
CC Rewards 2 $49.48
BING 1 455/475 for $5 Amazon Gift Card Goal
BING 2 354/525 for $5 Amazon Gift Card Goal
My Coke Rewards1 372/670 for $10 Gift Card
My Coke Rewards2 422/670 for $10 Gift Card

Retirement Update

July 31st, 2016 at 11:12 pm

I have $107,362.92 in retirement accounts as of 7/29 not including DH's accounts!

FINALLY have 100k in Retirement accounts!

May 27th, 2016 at 01:08 pm

I have been posting about being so close to the 100k goal. I have been within a few hundred dollars and checking every week.

I got paid today and usually wait until Monday to check, but because of Ceejay's post, I checked this morning and I officially have $100,660.76 in my retirement accounts (not including anything in my husbands!)


SOOOOo 100k in retirement accounts (a little disappointed)

May 17th, 2016 at 12:07 pm

Had some small hits in my porfolio, so the large amount that went into my 401k over the weekend did not bring me above the 100k mark.

However, its pretty darn close! $99,549.83. I will take it!

Part 2: Retirement Accounts Update - SOOO close to 100k

April 19th, 2016 at 01:52 pm

Friday's payday contributions hit and I am now at $98,361.76! I am just so darn close!

Retirement Accounts Update - SOOO close to 100k

April 15th, 2016 at 02:20 pm

Today was payday & my 401k contributions/match aren't showing in my account yet, but I am pretty happy to say that I am pretty close to meeting 100k in my personal retirement accounts (my husbands are not included).

IRA AF: $16,417.01
IRA JP1: $44,512.37
IRA JP2: $2,006.63
VG 401k: $33,983.48

TOTAL: $96,919.49

SOOOO close I can taste it! Today's check includes $734.29 and match $275.36 will get me a little close. I can't wait to see that magic number!

Retirement Update

March 22nd, 2016 at 12:17 pm

AF 401k Rollover $16,075.90
JPM1 401k Rollover $43,610.12
JPM2 401k Rollover $1,951.46
Vanguard 401k $32,663.13

TOTAL $94,300.61

Paycheck went up for Friday - OT means extra to 401k as well as income

January 20th, 2016 at 12:31 pm

I have 31 hours of Overtime in this paycheck. I am happy to say that it increases my 401k contribution by $222.21 and increases the company match by $95.24. This is an extra $317 towards the 401k!

Retirement Updates

November 12th, 2015 at 07:14 pm

Latest Update of retirement accounts without husband's.

IRA AM: $16,196.94
401k: $25,310.47
IRA JP1 $44,835.77
IRA JP2 $2072.85
TOTAL $88,416.03

Retirement Planning and Personal Capital

July 9th, 2015 at 01:07 am

I have been bitten by the bug - I joined PersonalCapital. Its something I have seen a lot of recently on the personal finance sites. I am utilizing it mainly for retirement tracking & am so far loving it.

I FINALLY got the new info for my husband's 401k, so I can track his as well as mine again Big Grin

IRA Rollover: $16,107.64
IRA Rollover 2: $44,739.96
IRA Rollover 3: $2190.45
My 401k $20,225.07
Husband's 401k $40,978.14

TOTAL Retirement Accounts: $124,241.26

I am looking to increase my HSA next year & hope to invest through that account as well!

Retirement Update 06-15-15

June 15th, 2015 at 12:31 pm

Friday's Paycheck added $410.64 to my 401k, plus $205.32 Company Match, for a total of $615.96.

There were some slight losses in my Retirement accounts from the last pay period, so my overall Retirement Investments actually slightly decreased.

Previously, balances totaled $84,304.42.
New Balances Total: $84,257.33