I normally update my annual goals quarterly; it just makes more sense for me to see my progress over a 3-month period versus a month-by-month period. However, I can already tell that my next quarterly update won’t be as exciting due to a decrease in income. At the beginning of the year, I calculated my budget based on an average income I’ve made over the past 5 years. That income has actually decreased this year due to various factors including the economy. So, the money I’m now receiving isn’t really covering the budget I had set up. It will only get worse as the year progresses as I have to complete my student teaching from September through December where I teach for free! The only silver lining is I will be a fully credentialed teacher by December instead of next June. Whoo Hoo!

Progress Made…

  • Saved an additional $700 last quarter making my Boost My Savings bar jump to 33% fulfilled.
  • Brought in $800 less this month, yet managed to still save a small portion of that income.
  • Opened up a mutual fund to increase my wealth building goal.

Still Working On…

  • Didn’t reach my goal of saving $750 a month.
  • Income decreased; exactly the opposite of what is suppose to happen as you get older!
  • Wasn’t able to pay as much as I would have liked toward my student loans. (I’m paying them off while in school).

Considering my budget is completely out of whack, I am still able to pay all of our bills and save some money. I was even able to book a flight to New York to visit family this month, so it’s not all bad. One thing I’ve noticed, however, is that I’m really reluctant to touch my savings accounts – which is a good thing. Mr. LH wanted me to pull money from our “Large Purchase Fund” to pay for my flight, but I’ve decided I can pay for it without touching that fund. I like seeing my savings account grow, not deplete!

How are you progressing with your goals?

6 Comments

    • @Ashley – Thanks for the comment. The decrease in income is a bummer, but I’ll have a better idea of what’s happening with our income as the year progresses.

  1. retirebyforty Reply

    You are doing really well with trying circumstances. Next year will be so much better! Keep at it!

  2. Untemplater Reply

    You sound very disciplined, that’s great. And awesome job trying to pay off your school loans while in school. Hang in there. Your income will turn back around!

    • @Untemplar – Thanks for the support! I’m sure that by next year, when I’m finished with school, I’ll be able to bring in more money. 😉

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