OK, as a follow up to last year's End of Year Financial Status, I have put together a 2017 version...
*** 2017 Year End Financial Roundup ***
OK, so where do I start? First these numbers are rounded to get approximate performance. OK, so how about looking at my different savings vehicles and see how they performed? OK, lets start there...
*My 457 plan (401k equivalent): Started the year at $460k now, and is now $563k. I put in $24k, that leaves $79k growth - almost 17% growth after backing out contributions. Overall that is a 22% increase.
* My ROTH IRA: Started the year over $113k, ended the year a little under $139k. I put in $6.5k, leaving growth of $20k. That's almost 17.7% growth and an overall 23% increase.
* My Brokerage: I Started the year at $57500, now $80600. I put in $14,300, leaving growth of $8800 - 15.3% growth, and overall 40% increase.
* HSA Account: New this year, it ended up at $4400
* Loan: New this year, an outstanding loan to the SG-GF. Current balance of about $5000.
So maybe a ~16% growth for the year. And overall a 25.6% increase. (Yes, I didn't work out my DRIP numbers as I don't have numbers for them (they're around $50k), plus I wasn't adding anything to them this year - except for my trash DRIP). I really need to get stock certificates from them so I can transfer them to my brokerage (or sell them - not sure which makes sense).
Sooo.... how about my savings rate? The percentages are similar to last year
2017 Year End Financial Roundup
January 4th, 2018 at 07:56 pm
January 5th, 2018 at 07:52 pm 1515181945
January 7th, 2018 at 07:40 pm 1515354007