As a reminder, I have three financial goals for 2007:
1. Keep investment income to salary ratio >0.8.
2. Increase savings to salary ratio by 1.5.
3. Decrease debt to salary ratio by 0.1.
Below is my plan for the Q1 2007, broken down by month. I have crossed out the items that have been completed. The red items are late. Blue items were completed ahead of time.
Overall, I am satisfied with the completion of action items for January, 2007. Our college, retirement IRA and mortgage debt reduction contributions are completed for the year. For our tax filing work, I have most of the 1099's, with couple brokerage accounts of still outstanding. I have made my stock picks for this quarter.
My only outstanding task item is the executor work that I wanted to complete in January. I have pulled together all the necessary documentation and still need to send the completed forms to the multiple DRIP accounts. Given the lighter task load in February, I will complete the executor work in that month.
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This is not financial advice. Please consult a professional advisor.
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