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Home > Archive: March, 2015

Archive for March, 2015

February 2015 - Finally Hitting the One Million Dollars Mark!

March 3rd, 2015 at 10:05 pm

Cash & Savings: $87,729 ==> $40,388 (-53.96%)
Foreign Currency: $38,794 ==> $38,794 (0%)
US Brokerage: $277,786 ==> $298,160 (7.73%)
Overseas Brokerage: $242,307 ==> $249,558 (3.42%)
Retirement Accounts: $290,797==> $307,304 (5.68%)
Business Investment: $15,000 ==> $65,000 (333.33%)
Charitable Account: $13,880 ==> $14,279 (2.87%)
Total: $965,293 ==> $1,013,483 (4.99%)

The biggest personal finance achievement in February is that I finally hit the one million dollars mark. Back in my 20s when I started working I set the goal of saving one million dollars when I hit 40, that was during the dot com age. I missed that goal by a few years but so be it.

The biggest personal achievement in February, however, is that I’m now engaged and need to save money for the ring and wedding. I budgeted $50k for this but not sure if it’s enough. $20k of it will come from the emergency fund I had saved and the rest will come from monthly savings and proceeds of selling stocks.