Holy crap! It’s October! When did that get here? I swear the kids just went back to school a week ago. Where did the time go? I wonder how our finances fared?…
You can check the latest and greatest info on the Track Our Progress page.
First, the numbers:
Net Worth:
- End of September Balance: $949,273 down $29,061
- Year to Date (YTD): Up $188,893 (up 24.84%)
- Since January 2018 (this is when I started tracking our net worth): Up $644,273
Portfolio:
- End of September Balance: $777,093 down $28,418
- YTD: Up $161,222 (up 26.18%)
- Since January 2018: Up $565,511
Turn your back on the market for one month! Sheesh!
All kidding aside: We are still up big on the year, so a “correction” doesn’t seem out of line at all.
September Highlights
It’s all a blur…
September was a whirlwind. No, it’s not from the booze…
The kids were back in school full-time. This is our first fall with two kids in a full compliment of extracurricular actives. Sports, dance, Girl Scouts. Never a dull moment.
Add in that I’ve been busier than I have ever been at work and… POOF! She’s Gone.
Like Rick Ross would say: Everyday I’m Hustlin!
The Highs and Furloughs
My wife’s work has been riding the struggle bus of late. Unfortunately, this resulted in all employees being furloughed for a week.
In the end it kind of worked out though. She had a vacation planned with her mom and was able to overlay her trip with the furlough period. Now she still has a few days of vacation left for the holidays.
That said, we don’t want anymore unpaid weeks. Fingers crossed!
Coming Up in October
Let’s Top Off The Roths
We have a yearly goal to max out our contributions to our tax-advantaged investment accounts (401ks, HSAs, and of course our Roth IRAs). The 401ks and HSAs are on autopilot, so they will take care of themselves. However, contributions to our Roths are still done manually.
We still have some ground to cover to contribute our maximum allotment of $6,000 each and we would love to put a dent in that this month.
Looking forward to Fall Break!
As busy as we are, this is still a great time of the year. One of the highlights is Fall Break, a few days our kids get off school. We are planning a short trip to Chicago with our kids. This will be their first trip to the Windy City. They had so much fun at Great Wolf Lodge in KC, that we are going to try out the Chi-Town location as well as Shedd’s Aquarium.
Here’s hoping that, between all the craziness, we can enjoy some bonfires and fabulous fall weather!
Thanks for reading and stay healthy!
