Well I did a 3 month update, and as the amounts seem to keep rising, so why not a quick six month update as well.
Investments: Started the year at $1,305,000 and as of today stand at $1,531,000. That gives an increase of $226,000. With contributions of $33,300 that leaves growth of $192,700. That growth is just crazy. Feels like I moved into the 1%. 💸
Also financially: I did a $20,000 in-plan Roth rollover this spring. Going to hate the tax hit this year, but it is what it is. And I may do a second one this year if I get really ambitious.
Work related:
Good news: My golden handcuffs come off in 18 months. 😀
Bad News: I have to go back into office 2 days a week starting in Sept. 😒
This isn't needed to do our work, but there are people that have had to go to the office throughout this mess, and because of that they aren't going to let the rest of us telework forever. GRRRRR... Also due to that I have not used annual leave so far this year as I want to use it after we start going back into the office. So from Sept. '21 to Dec. '22 I want to use 99 annual leave days (40 days carried over into 2021 + earning 26 each year ('21 & '22) + 7 days of compensatory time I have accumulated over the years and never used).
Other: Started going to the gym this January. 💪 Lost some of the softness that had built up over the past year. This is a good thing.
Life goes on - just working on cleaning up my finances and my health as the finish line approaches.
July 11th, 2021 at 12:58 pm 1626008323
This is investments only. I have a pretty conservative asset allocation (only 50% stocks) as I'm older than you.
July 11th, 2021 at 05:33 pm 1626024793
July 13th, 2021 at 01:20 am 1626139218
rob62521: Thanks. The numbers have gotten crazy in the last 2-3 years. And yet here I am still throwing almost 50% of my paycheck into Roth - go figure.