I decided to reformat my 2009 goals list to make it quarterly. Hopefully this will motivate me to check it quarterly, instead of waiting until the end of the year.

Q1 Goals 2009

[ ] Call will and trust lawyers friends have recommended, pick one.

[ ] Fully fund 401(k): $4,125 per quarter

[ ] 10% of DH's income to ESPP, to be added to his investment account

[ ] Do taxes with TurboTax

[ ] Fund 2008 IRAs -- approx $10k

[ ] Transfer money to SEP-IRA -- approx $15k

[ ] Review 529 funding, establish goal.

[ ] Review current portfolio and write down why we own each fund.

[ ] Create format for quarterly investment review

[ ] Recalculate TPG (target portfolio goal) and TSG (annual target savings goal) for retirement

Q2 Goals 2009

[ ] Have initial appointment with will and trust laywer.

[ ] Fully fund 401(k): $4,125 per quarter

[ ] 10% of DH's income to ESPP, to be added to his investment account

[ ] Schedule annual review with stockbroker.

[ ] Perform quarterly investment review

[ ] Pay fed and state 2008 taxes due

[ ] Pay 2009 estimated taxes

Q3 Goals 2009

[ ] Move house and investments into trust.

[ ] Fully fund 401(k): $4,125 per quarter

[ ] 10% of DH's income to ESPP, to be added to his investment account

[ ] Perform quarterly investment review

Q4 Goals 2009

[ ] Will and trust complete.

[ ] Fully fund 401(k): $4,125 per quarter

[ ] 10% of DH's income to ESPP, to be added to his investment account

[ ] Perform quarterly investment review

2009 Goals for the whole year

[ ] Update will and trust

[ ] Save 20% of our income -- 15% to retirement, 5% to investing

[ ] Fully fund 401(k): $16,500

[ ] 10% of DH's income to ESPP, to be added to his investment account

[ ] Traditional IRA contribution: $10k

[ ] SEP-IRA contribution: 20% of contracting income

[ ] Move TBD into 529 plan.

[ ] Meet TSG (annual target savings goal) of TBD

[ ] Follow up on stockbroker recommendations.

# Quarterly 2009 Goals

February 22nd, 2009 at 03:50 pm