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2017 Year End Financial Roundup

January 4th, 2018 at 11:56 am

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.

4 Responses to “2017 Year End Financial Roundup”

  1. LivingAlmostLarge Says:

    Wow congratulations what an amazing job!

  2. rob62521 Says:

    That's a terrific growth!

  3. reading and writing custom service Says:

    http://livecustomwriting.com/blog/page/3

  4. reading and writing custom service Says:

    Summing up the results of the year is useful so that you can look at those mistakes that were made and so you should plan for the next year with these adjustments.

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