2015 Goals (Update) - Mid Year

In January, we set a total of 12 goals for the 2015 Calendar year.  We had made goals for our dividend stocks, P2P accounts, Blog, and Financial Milestone.  Below is a mid-year progress report to show how we are doing on these 12 goals.  The results provided was a snapshot taken as of July 1, 2015. On a side note, where did the first half of the year go? Time flies when your having fun, I guess! :) 

With 6-months left in the year, we should technically be half-way, or otherwise at 50% of our goal. Based on these results, it appears that we are doing well and should be on target to accomplish at least 9 of the 12 goals we set for ourselves.  It looks like we will have to put a little extra effort if we want to accomplish goals #1, #5, and #12.  Of course we hope to be successful in accomplishing all of our goals but honestly, we would be happy to remain on track and accomplish 9 of 12 (75%) or 10 of 12 (83%) of our published goals.  

Thanks for following along...stay tuned to see if we continue our current success! 

Regards, 
A Frugal Family's Journey

2015 GOALS

DIVIDEND STOCKS:

1.  Earn $3,000 in dividend income.

• $1,042.57 - Wells Fargo Account
• $187.70 - Edward Jones Account
• Current total: $1,230.27 (41% of goal)

2.  Increase projected annual dividend income to $3,500.

• $2,590.34 - Wells Fargo Account
• $375.40 - Edward Jones Account
• Current Annual Projection: $2,965.74 (84.7% of goal)

3.  Increase number of holdings to 40 (stocks and/or ETFs).

• ACCOMPLISHED!

P2P ACCOUNTS:

4.  Have a combined $20,000 from both accounts.

• $9,388 - Prosper
• $9,378 - Lending Club
• Current total: $18,766 (93.8% of goal)

5.  Maintain an average interest rate of 6.0% or higher (combined).

• AVG return from notes is currently: 5.78% (.22% more to go)

BLOG:

6.  Write at least 84 posts (7 posts / month).

• Currently total: 61 posts (72% of goal)

7  Reach 150,000 total hits by end of the year.

• Current total: 102,239 total hits (68.1% of goal)

8.  Increase stock analyses collection to 800+.

• Current total: 755 stock analyses in our collection (94% of goal)

9. Cash out my first $100 from Google AdSense.

• Currently total: $84.64 (84% of goal)

FINANCIAL MILESTONES:

10.  Increase value of retirement accounts to $425,000.

• Current total: $403,419 (94.9% of goal) 

11.  Increase Net Worth to $650,000 (excluding home equity).

• Current total: $645,240 (99.2% of goal)

12. Reduce mortgage balance to $312,000.

• Current Balance: $324,622 ($12,622 to reach goal).