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Six month update? May as well...

July 5th, 2021 at 03:31 pm

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.

3 Responses to “Six month update? May as well...”

  1. Fern Says:
    1626008323

    Your post made me curious about my own investment growth YTD, especially since my own investments are close to yours. I began with $1.17 million and today have $1.2 million, or a YTD net gain of $72,506.

    This is investments only. I have a pretty conservative asset allocation (only 50% stocks) as I'm older than you. Smile

  2. rob62521 Says:
    1626024793

    That's wonderful as far as the increase in investments! There's something satisfying seeing your investments grow to provide for your future.

  3. bennkar Says:
    1626139218

    Fern: One reason I have "high risk" allocation is due to my pension coming shortly. A $45k/year pension (with a COLA) is like having a $Million investment in conservative assets.

    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.

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