Did everyone hit their 2023 goals?

[aspentosh]

We hit pretty much all of them, which wasn't hard since it was more about spending money than saving it, lol. But financially it was a great year for us and we were able to save, pay down debt, and enjoy life. Perfect balance.

1. Continue maxing 401k for H and Roth IRA for me- Success
2. Continue paying an extra 25% to our mortgage each month.- Financial advisor suggested using this money elsewhere (we are below 3% interest), so we have funneled it directly to our saving for our next home project.
3a. H should be getting his electric truck any day now (!!) and we had to take on some debt for that. Our goal is to pay off in three years at most, but two years realistically. So put a bunch of money towards that each month.- Still on track, hopefully closer to 2.5 years.
3b. Now that we're not putting so much money to a truck down payment, reconfigure our savings goals and start that. Some will go into general investment, but some will go to our kitchen reno budget and maybe other places?- Did a good job figuring this out. We are overpaying on the truck by almost 2x, we are saving for vacations each month, and we still have some money to funnel to home projects.
4. Splurge on experiences. We got DD tickets to Wicked for Christmas and Dude Perfect for her birthday. I want to take her to Hamilton (maybe in NYC) now that she's into it. We closed down shop for so long and it's time to start reentering the world safely. I want to spend the money on experiences more than THINGS.- Hamilton didn't happen (she said she wasn't ready to sit through it in person yet), but she loved all the other experiences. We also added in a Blackpink concert and a few other things!
5. Take an awesome spring break trip (PNW), a fun summer trip to a beach (TBD), and then at least 2-3 weekends at localish places. We have so many great weekend getaway locations near us, so I want to take advantage.- This was also a huge win. 

[aprilsails]

@@@mentions.
1. Get a raise to match my promotion. Figure out where I’m going to fit in my company in the future.

This was the big win. I am now a partner. I got a decent raise as well.

2. Pay off my car payment with my tax return. I think we’re down to the last $3k so I just want it gone.

I did polish this off in April. Hooray!

3. Open up additional savings accounts for DD and DS and put in $100 per month. They already have an RRSP but DH wants an additional slush fund for each of them.

Done.

4. Find a house cleaner. Hire them for my sanity.

Not done. Losing sanity by the second.

5. Figure out if we need an accountant for 2023. DH may be bought out of some shares for a start up he worked with years ago and I don’t know if managing that is beyond my Quicktax skillz.

The share sale still hasn't gone through so we will see if that little windfall ever arrives. Our taxes for 2023 will be boring. 2024 will be more complex.

6. If the shares are bought out figure out next steps for our basement renovation. Find a contractor and get a plan together for early 2024.

Hahaha we rolled all the savings into my partnership buy-in. Sorry kids, but the basement redo is relegated to the future.

7. Feel like a bleeding millionaire once we’re done paying for daycare in September. In reality, use the cash flow to pay for the rest of the basement renovation through 2024.

Well, that money is going to my partnership as well. I had a whole month where I felt rich.