Financial Independence Progress Report for Mar 2015

03/29/2015
Emergency Fund ($72K) 100.0% 100.0%
College Fund (80K) 33.20% 33.15%
Passive Income Streams ($4000 pm) $41.48 pm (03/2014)% $125.42 pm (03/2015)
Retirement Fund ($900K) 56.35% 56.55%
Roof for our Family($1 mil) 00.00%
Medical Fund 00.00%
Life Insurance Done (term life insurance payments initiated)

Main Takeaways

  1. Stock funds, in general, have not done well. 529 funds went down and Retirement fund barely moved.
  2. Passive income for March 2015 increased in comparison to Mar 2014. The main reason is an extra infusion of capital last year. But, I will take the money…however it comes.
Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s