Financial Independence Progress Report for Mar 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.

Leave a Reply

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

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

Facebook photo

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

Connecting to %s