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2017 Year End Financial Roundup

January 4th, 2018 at 07:56 pm

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 (See 2016 here), though the savings percentage went from ~50% to near 55%. The other expenses were similar, so my living expenses probably came in at about 10% of my gross salary. Ok, that's just crazy. I don't feel like I am deprived at all. I went on a 2 week Florida / WDW vacation with SG-GF. My car is fine for my needs. I spent 2 weeks with my son visiting relatives back home. Spent long weekends and then some with the SG-GF as well. I am happy living at this rate but I know its not sustainable forever. I will need to upgrade the car in the coming years (hopefully not for a while), do some work on the house ($$$), and who knows what else could come up. Still, not too shabby.

2 Responses to “2017 Year End Financial Roundup”

  1. LivingAlmostLarge Says:

    Wow congratulations what an amazing job!

  2. rob62521 Says:

    That's a terrific growth!

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