By: Revanche

April Snapshot

April 30, 2008

Retirement Savings

Rollover IRA: $1,357
Roth IRA: $3,669
401(a): $3,742
403(b): $16,129
Total: $24,897

Emergency Savings


Goal Oriented Savings

Car Maintenance: $21
Savings for taxes: $4,800
Total: $4,821

Investment Loans

Prosper-ish: $12,630
Personal Loan: $5,000
Total: $17,630

Total Assets

Non-Liquid: $24,897
Semi-Liquid: $17,630
Liquid: $19,825
Expense Acct: $3,691
Total: $66,043

Debt and Liabilities

Truck: $5,847
Citi: $2229
American Express: $153
Chase: $358
Rent: $1,360
Total: $9,589

Net Worth


Most of my gains were due to retirement contributions during the two months between this and the last snapshot I put together. I’m surprised that I, at least, kept the amounts I contributed, considering the market’s performance. Still need to re-examine my allocations, using Moom‘s Madame X series as a guide.

I’ve paid my tax bill, which was offset by a state refund, so the cash situation is half settled. I haven’t received my rebate yet. At that point, I think I’ll decide what to do with the lump sum of tax savings money. It’s mainly going to be divvying it up between the other smaller savings/expense accounts that have been neglected until now: auto maintenance was drained, insurance is perpetually lonely, the intermediate emergency fund has been languishing, and a little has to be set aside for upcoming Con. If there’s anything left after those are taken care of, I’d love to open a vacation/fun fund. That’ll be a first!!
Oh, and I need a moving out fund. I vaguely envisioned funding that from paychecks and miscellaneous income through the rest of this year, since the other major savings goals may be set. Regardless of the source, I need to set an actual number for that.

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