FY 2016 Goal Update: February Progress

FY 2016 Goal Update February Progress _ AnythingYouWantBlog.com

I am happy to report that I have a more positive net worth update this month! Overall, my net worth is up by 4% this month, for a total increase of 43% so far this fiscal year. I am especially glad that my net worth increased this month since I feel like I wasn’t able to contribute as much to my investment account as I would have liked to. This was mostly due to purchasing a plane ticket for summer travel (hello 2016 Olympics!), which was a planned expense.

Net worth goal February update_ AnythingYouWantBlog.com

In other good news, my tax refunds (state and federal) are both pending, so it’s looking like March will be another winner! I’m planning to put 95% of my refunds  into my non-retirement investment account, since that is the only area in which I haven’t yet met my goal for the year. I think it will be a stretch to get there by the end of June, but I’ll keep trying!

How’d you do in February? What are you planning to do with your tax refund? 

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4 thoughts on “FY 2016 Goal Update: February Progress

  1. Well done on the increase! I’m down this month… combination of spending and poor markets… You are only 3% off of your target with 3 months to go… 1% per month and you’ll totally hit your target!

    • Thanks! You’re right – I hardly even realized how close I am to my overall goal, but i’m right there!

      It is frustrating to have a down month, but I am usually able to channel that frustration into a better-than-usual spending month the next month. Good luck to you!

    • I’m with ya! It can be hard to spend the money you’ve worked so hard to save, but it is important to enjoy life.

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