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  • Our 2012 Goals: May Update

    Our 2012 Goals: May Update

    At the beginning of January, I shared our goals for 2012 and promised you all a monthly update so you could check in on the progress we are making.

    Family Goals

    1. Go to the cottage at least twice. This is not going to happen until summer time.
    2. Enroll Elliott in at least one social activity. Swimming will start in the summer and we are waiting until the end of this year to enroll him in skating.
    3. Take more family photos. We took lots of photos in May.
    4. Do more crafts and cooking with Elliott. We did more colouring and crafts with Elliott, but his interest in helping with cooking has diminished. He only helped me in the kitchen a few times.
    5. Do more active family activities. We’ve been going on more walks and it feels great to finally be active again!
    6. Include Buddy (our dog) in more family activities. We took Buddy on most of our family walks.
    7. Plan first Christmas at home. We won’t be worrying about this goal until mid-late 2012.

    Marriage Goals

    1. Have “date night” at least once every month. Nope. :(
    2. Go away for Valentines Day (last outing before new baby arrives). This was technically part of our February date night. We went away for the night and saw the Harlem Globetrotters, ate cupcakes from an over-priced bakery and slept in the next morning. It was awesome!
    3. Schedule alone time once every month, where the other spouse takes care of cooking, cleaning, kids, etc. Instead of an entire day to ourselves, we took turns letting each other work.
    4. Plan anniversary event. I don’t think that we will be worrying about this one for at least a few more months (our anniversary is late August).

    Financial Goals

    1. Put all extra income into house fund. Our house fund got another hefty deposit in May. We have now saved right around 60%!
    2. Create & stick to a budget for Valentine’s Day & anniversary celebrations. We doubled our Valentine’s Day budget.. but it was worth it.
    3. Create & stick to a yearly expenses budget for 2012. So far, so good!
    4. Put maximum amount allowed into both of our TFSAs (this will be part of our house fund). Done!
    5. Investigate and understand the Home Buyer’s Plan (HBP). I’m pretty sure we understand this now!
    6. Create a will. I had no idea how hard it is to find a decent lawyer for this. After finding one we liked, we have been going back and forth with him about some details, including setting up a time to get together and sign the documents. It shouldn’t be long now.
    7. Set up RESP for new baby. Done!
    8. Rebalance RESP asset allocation for Elliott. Done!
    9. Allocate money to charities. We made a donation to Sick Kids this month.

    Personal Goals

    1. Drink at least 6 glasses of water every day. Done!
    2. Make healthy meals at least 5 days per week. Done!
    3. Read at least 1 book every month. I read 2 books in April. 50 Shades of Grey and Steve Jobs. Both were excellent.
    4. Stay active. Yes!

    Did you set any goals for 2012? I’d love it if you shared your progress in the comments.

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    7 Responses to »
    Our 2012 Goals: May Update

    1. Cassie says:

      familyzee: We are saving 20% downpayment, as well as all costs associated with moving (closing costs, moving expenses, furniture we will need, etc.). We put as much money into our house fund as possible. Some months it ends up being 75% of our income (like in March-May). We have the money in various places – TFSAs, homebuyers plan and ING savings account.

    2. familyzee@yahoo.ca says:

      Put all extra income into house fund. Our house fund got another hefty deposit in May. We have now saved right around 60%!

      can you explain this more? are you saving for the down payment? what %% of a down payment are you saving for if so? 10,15 20%? how much of your monthly income do you put towards house savings? what type of account do you have it in?

    3. I especially like your finance goal on the RESP.I never did these with my girls, they grew up, went to school,( one still is in her after high school education) and now we are having to come up with the money to pay for books and tuition, so this is a very important money step I think.

    4. Theresa says:

      Wow, way to go on the house fund.

    5. Katie says:

      I giggled when I saw you read 50 Shades of Grey, I’ve been debating whether to read it, I never got into Twilight and I’m told this grew from Fanfiction?

      I got a job in South Korea starting end of August, major goal for the year done! Well, done as in getting a job, need to finish TESOL, hopefully I’m not a terrible English teacher….

      Financial goals – almost done paying off MC Debt, and won’t worry about student loans until I’m in S. Korea and actually making money…

    6. roxanne manuel says:

      My goals were mostly financial this year.And I’m doing great. Had a grocery budget that we have stuck to(100 bi weekly). Wanted to keep track of ALL my spending. Have done that too. I have managed to pay off 5000 in credit card debt in 5 months. Wow it feels good. I have not bought any clothes,shoes,make up. It’s a great feeling!

    7. Kelly says:

      Sounds like you’re right on track. Congrats!

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