Review of my 2010 goals May 10, 2010
Posted by gmbmfb in : annual goals , 3commentsIt’s already May, and I had wanted to do a quarterly update on my 2010 Goals, but clearly I’m a little late with that. So I figured I’d better do them now.
You know, I didn’t realize I had made so many freaking goals for myself this year!
Financial
- $35,000 Retirement Portfolio. I lost 6 weeks due to unemployment, but I’m still on track to reach this goal. Right now I’m sitting at $29,886 with just less than 10 months until the 2010 RRSP deadline (Feb 28, 2011). I need $5,114 to meet my goal, and my current savings plan has me contributing about $6,000. So my fingers are crossed that I can keep on pace.
- $5,000 Emergency Fund. I’m currently sitting at $3,404. I have 8 months to go, and if I contribute about $100 bi-weekly I should be able to make this goal. Just barely though.
- $3,000 Savings Fund. This one is going to be tough. I had planned on using my tax return to beef up this account. But instead I used the majority of my return for living expenses while I was unemployed, invested some into a work wardrobe, and put the rest into my EF. So there was only a few hundred left to put into my Savings Fund. Which currently sits at just over $300. I don’t think I’ll be able to make this goal, but I’ll keep on trying!
- $1,000 Travel Fund. This is also going to be a tough goal to hit. I didn’t realize I’d have so many travel plans this year, and I think I’ll be happy just to finish off 2010 with something in the fund. Mexico, Las Vegas, Toronto, Hawaii … and now BF still wants to try to go to Thailand at the end of the year, provided we can afford it.
- Establish a joint savings account with BF. CHECK! Accomplished 01/08/10.
- Make an additional $5,000. If you count my tax return (which I don’t), I’ve made $3,059.13. Otherwise my real total is $1,475.93. Not bad!
- Make 3 extra payments to my car loan. I’ve made one extra payment so far this year.
Personal
- Climb 4 mountains. This year has been crazy busy. I climbed Mt. Finalyson by myself last month, so I guess it counts … but it’s such a small tiny little mountain that it doesn’t seem fair to count it as one. Still, I guess. A mountain is a mountain.
- Go on a vacation with BF. We are THIS CLOSE to booking our trip to Hawaii for late September!!!
- Go on a trip with my sister. We haven’t even talked about a trip together. She’s starting school again in the fall, so we’ll have to plan something for the summer. Probably just a day trip to Coombs or something like that. :)
- Go on a trip by myself. I had started to look into prices of places in Oregon (a few nice B&Bs on the ocean), but that’s as far as I’ve gotten. It’s a little expensive. I might try to go somewhere a little more local on the island.
- Successfully climb a 5.11 route in the gym. Urgh. We did not renew our passes to the gym, and now we don’t get the discount anymore. So I highly doubt I’ll be able to accomplish this goal. We’d have to dedicate our entire summer to outdoor climbing, and I don’t think we have the time.
- Try trad climbing. Still on the agenda for the summer.
- Take my dad to a baseball game. My sister and I are planning to take him to a game for Father’s Day or his birthday.
- Go kayaking. We are planning to rent kayaks while in Mexico!
- Read at least 1 novel per month from the library. Have read 4 books: The Book of Negroes, Dear John, Have a Little Faith, Shanghai Girls.
- Join a local field hockey team. It’s on my radar to try out for a team in late summer.
Professional
- Maintain an updated resume. I haven’t yet updated my resume with my current job information, but other than that everything is up-to-date, including references.
- Maintain LinkedIn profile. Up to date as of today!
- Go on 2-3 mock interviews. CHECK! I’ve been on 6 real interviews this year.
- Take 3 seminars. Zero so far.
- Print business cards for side business. Haven’t even thought about it yet. Ugh. I need to get on this.
- Put side business website back online (and probably update it). See above answer. I need to get going.
- Buy the perfect suit. CHECK! Bought a suit blazer from Banana Republic to pair with existing black pants.

My Review: 2009 Annual Goals January 4, 2010
Posted by gmbmfb in : annual goals , 2commentsWell, looking back on 2009, a lot has changed. And I didn’t do very well in accomplishing the goals that I set out for myself … and part of it is situational, but most of it was me. I’m going to work very hard in 2010 to make sure I achieve the goals that I’ve set for myself.
2009 Finance Goals:
- $5,000 in Emergency Fund. FAIL! I’m at $4,040, so I didn’t quite get there. I had some setbacks this year, mostly including getting into that car crash and having to pay the damages associated with that.
- $10,000 in Travel Fund. FAIL! We ended up putting our trip on hold, and the $ I had earmarked for Travel went towards a down payment on a new car.
- $25,000 balance in RRSP Portfolio. CHECK! I have far surpassed the $25k mark, and am looking to reach a $30k portfolio by tax time. Although that might be a little ambitious.
- Stay debt-free. FAIL! I ended up buying a new car. But on the bright side, it’s 0% interest for the duration of my payments.
- Make an additional $5,000 above and beyond my regular FT job. CHECK! I am so flipping happy and proud to say that due to some extra income at the very last minute, I have come out of 2009 earning an extra $5,268!
2009 Personal Goals
- Lose 10 lbs. FAIL! Due to some holiday indulging, I weigh the same as I did at the start of the year – just about 135 lbs. Sigh.
- Climb 5.11 routes. FAIL! I’ve been working on 5.10a-c routes. But we are set on making this a priority for 2010 because of our potential trip to Thailand.
- Climb 4 mountains. FAIL! We’ve climbed 3, technically (Grimface Mtn, Stone City Mtn, Alouette Mtn). We also attempted to climb Joffree TWICE, but both times it didn’t happen.
- Go on a trip with my sister. CHECK! We went on a cruise to Alaska! :)
Looking at this list of goals that I didn’t accomplish is a pretty huge wake-up for me. I need to focus and dedicate more energy into improving myself.

Christmas bonus December 24, 2009
Posted by gmbmfb in : annual goals, job, saving money , add a commentYesterday with my regular pay stub, I got notice that I would be getting a $500 bonus. :) Totally unexpected, because last year they didn’t give out bonuses at all. And this is on top of the paid week off we get in between Christmas and New Year’s.
So, here’s what I am going to do with the money:
- Take BF out for dinner.
- Put the rest into my Emergency Fund.
- Do a little happy dance!
And you know what THE BEST part is!? Last week I was lamenting about how I didn’t think I was going to reach my 2009 goal of making an extra $5,000 above and beyond my FT income. Well, with this bonus and a few other side income projects over the past week, I’ve made it! You’ll see exactly how much I was able to make when I fully recap my 2009 goals next week.
Yippee!!!

2009 Annual Goals: only 3 months left September 29, 2009
Posted by gmbmfb in : annual goals , 1 comment so farThe last time I reviewed my 2009 goals was back on May 22nd, so this is long overdue.
Personal Finance Goals:
- $5,000 in Emergency Fund. I’m at $2,608 right now, but I’m okay with that. I went from paying $725 rent + utilities to $150/month total. So the amount that I have saved right now I’m comfortable with. That being said, I still do want to eventually get to $5k. If we don’t go traveling, I can fully fund the EF. But if we do end up going, then it won’t be fully funded until next summer.
- $10,000 in Travel Fund. Well, this is in limbo right now. I’m not going to hit the $10k mark (but I’d probably get pretty close if I had kept on the pace I was saving), but I might not have to. We won’t know what’s happening until near the end of October.
- $25,000 balance in RRSP Portfolio. CHECK! I have already surpassed the $25k mark, and am looking to reach a $30k portfolio by tax time next year.
- Stay debt-free. So far so good. Besides the LASIK eye surgery debt, that is. It’s due in January, and I will have enough cash to pay it off before then.
- Make an additional $5,000 above and beyond my regular FT job. So far I’ve made $3,585.95 through my PT job, this blog, selling some of my things, and design contracts. I’ve also earned over $300 in Amazon gift certificates, but I don’t think I should count that. I’m not sure if I’ll reach the $5k mark this year, but I’m going to keep trying.
Personal Goals
- Lose 10 lbs. I’m on my way! I’m down to 132-133 lbs. Down from a 2009 high of 140 lbs. My ideal weight is 125 lbs. So I still have 7-8 lbs. to go.
- Climb 5.11 routes. I’ve been working on 5.10a-c routes. But we haven’t been in a few weeks, so who knows how good I am anymore.
- Climb 4 mountains. We’ve climbed 3, technically (Grimface Mtn, Stone City Mtn, Alouette Mtn). We also attempted to climb Joffree TWICE, but both times it didn’t happen. I’d still like to come another 2.
- Go on a trip with my sister. CHECK! We went on a cruise to Alaska! :)
How are you doing with your 2009 goals?

How am I doing with my 2009 Goals? May 22, 2009
Posted by gmbmfb in : annual goals , add a commentHmm. Well it’s almost June, so let me take a look at my 2009 Goals to see how I’m doing!
Personal Finance Goals:
- $5,000 in Emergency Fund. Well, I had to do a major raid of my EF due to the car crash, and it sits at $2,200+ right now. Not good. But on the plus side, my living situation has changed, and because $2,200 represents about 4 months of bare-bones living (or 2.5 months of normal living), I’m not overly concerned about having the entire $5k by the end of the year. Especially because my Savings Fund is housing money for any car repairs that I might need. As long as I have $5k in place by the time we go traveling next summer, I will be good to go.
- $10,000 in Travel Fund. I’m sitting at $3,650+ right now. But that amount also houses the money to pay for the Alaskan Cruise. We put down a deposit and my sister gave me her share of the total cost, so I’ll have to pay about $1,300 at the end of this month. That will bring my account down to about $2,350. There are 16 more pay periods left in 2009, so that means I’ll have to save on average $478 from each pay cheque. This is actually doable and around what I was anticipating. I’m contributing $300 bi-weekly right now, and might consider increasing it to $475-500. I’d love to have this goal accomplished so I can concentrate on increasing my other funds for 2010.
- $25,000 in RRSP Portfolio. This will happen by the 2009 RRSP contribution deadline at the end of February 2010. So technically the goal will be attained in 2010, but it counts towards 2009 so that’s not cheating, right?
- Stay debt-free. I have $2,900+ in debt due to my LASIK eye surgery, but no revolving debt. This will be paid off by the end of the year.
- Make an additional $5,000. So far, I’ve made $866.95 through my PT job and from this blog. I also made $1,830 selling some of my things, so does that count? If it does, then I’m up to $2,696.95. Which is just over half of what my goal is for the year.
Personal Goals
- Lose 10 lbs. I’m down to about 133-132 lbs from around 140 in January (I was 135 in December when I wrote these goals, but I guess I packed on some holiday weight!). Hoping to get to 125 lbs ideally.
- Climb 5.11 routes. I was straddling 5.9-5.10 at the beginning of the year, and now I’m doing 5.10a-c, and have attempted 5.11 routes (and have failed). But I’m seeing improvement. Now I need to practice and get stronger.
- Climb 4 mountains. We haven’t done any yet (May long weekend trip was canceled b/c there was too much stuff to do around the house). But we’ve both taken vacation days for 3 separate trips this year. All we need is a weekender trip and we’ll be good to go.
- Go on a trip with my sister. Last year we went to Coombs. The year before, Port Alberni. Not exactly exotic locations. But this year we’re going to Alaska on a 1-week cruise! Very excited. Next year we’re thinking of maybe going to Mexico, but nothing has been planned.
Anyway, there you have it. I feel confident that I can meet all of my goals this year (with the exception possibly of the $5k Emergency Fund). How are you doing with your 2009 goals?

2009 Goals December 11, 2008
Posted by gmbmfb in : annual goals , 6commentsI saw that Wellheeled had posted her 2009 goals already, so I thought I’d jump on the bandwagon and do the same.
Personal Finance Goals:
- $5,000 in Emergency Fund.
- $10,000 in Travel Fund. This is doable, but it’ll be hard. My original goal was to have $10k by the time we leave (around July 2010) … but I really want to have a Travel EF and buy a few pricey things (new laptop, camera, clothing, shoes, etc) … so in order to accomplish this, I’ll need to have $10k in place a lot earlier.
- $25,000 in RRSP Portfolio. Going into 2009, my portfolio should be sitting at around $20-21k, depending on how the market goes. I’d like to contribute more to get to $30k, but at this point in my life, my retirement fund isn’t my priority. I think I’m young enough to make up for it once I get back from traveling.
- Stay debt-free. This is just a given.
- Make an additional $5,000 above and beyond my regular FT job. This will be obtained through PT jobs, contracts, bonuses, PPP, mystery shopping, etc. This is going to be difficult, but I’m up for it.
Personal Goals
- Lose 10 lbs. I’m always trying to lose 10 lbs, but this time I mean it. I’ve been stuck at 135 lbs for a long time, and my ideal weight is 125 lbs. The only downfall is that would probably take me down to a Size 2.
- Climb 5.11 routes. I’m straddling 5.9-5.10 right now.
- Climb 4 mountains.
- Go on a trip with my sister. Every year we try to do a Sister Trip. This year we went to Coombs. The year before, we went to Port Alberni. Not exactly exotic locations, but we always have a lot of fun.

Updating my networth and reflecting on the year November 17, 2008
Posted by gmbmfb in : annual goals, motivation, saving money , 1 comment so far
Well, I updated my NetworthIQ. So far this month, I’ve put in $400 into my RRSPs, and it’s disappeared. At this rate, I won’t be able to see my portfolio grow to $22k (which was my goal for 2008), but at least I know I’ve contributed enough to have seen me over that amount, had there not been such a financial disaster.
Also, my cash reserves fell a bit because I took some money out of the Travel Fund to cover Vegas, and I bought BF’s anniversary present.
I feel stalled. I’m not going into debt, but I don’t feel like I’m getting ahead either. And I know a lot of it has to do with my RRSP contributions bringing down my NetWorth, but it’s so demoralizing. I’ve been staring at a $30k networth for at least half a year, and I’ve gotten so close, but I’ve yet to crack that barrier.
Life happens, I guess. Moving twice in one year, two job changes, and the falling markets really didn’t help me at all this year. Plus, living in Vancouver is a lot more expensive than my hometown. I’m paying a lot more rent, it’s expensive to get anywhere, and there’s way too much to entertain myself with. We went to Seattle three times, Edmonton once, and Calgary once. I had 2 weddings to travel to (one up island and one in Toronto), and a trip to Las Vegas. That’s a lot of traveling!!!
So as I look towards 2009, I’m going to have to really focus on my goals. I made goals for 2008, but because my life has changed so much since then, I wasn’t able to focus on them as much as I would have hoped. Which is too bad, because while I feel like overall, 2008 has been the best year ever (awesome new job, new friends and I’m with the greatest guy ever), I didn’t even come close to achieving what I wanted to achieve financially.

Creating a budget for myself January 17, 2008
Posted by gmbmfb in : annual goals, budget, saving money , 1 comment so farI spent last night and some of this evening researching apartment prices in the area of Vancouver that I want to live in. Luckily, this area is a lot cheaper than most, but it’s still pretty expensive considering I’ve been paying $150 rent for the past two years. The average 1 bedroom basement suite is going to run me around $650 including all utilities. Pretty cheap if I do say so myself … so I’m kind of glad that this job isn’t located in downtown Vancouver, otherwise that rent would easily double. And yes, I could save more money and have a roommate, but at this point in my life (I’m already 25 and have done the roommate thing many times before), I think I want to have my own space. If I find it’s too much of a burden on my budget, then I will definitely try to find a cheaper place with a roommate. But for now, the plan is to live on my own.
This evening, I also constructed a loose budget based on my projected $40,000 income from the FT job for 2008. Provided I pass the probationary period, my salary will be bumped up (it’s written in my offer letter) to the low-mid $40′s. But I’m not going to count on that, so I’ve based my goals on what I’ll be making at the present time.
- Projected monthly income (after taxes) from FT job: $2,200
- Rent & all utilities: $700 (added in some wiggle room in case some places don’t come with internet/cable, or if there aren’t laundry facilities.)
- Cell phone: $40 (usually around $30, but added in a bit for LD charges, since I’ll be calling home every so often to chat.)
- Gas & public transportation: $50 (I would anticipate about $5/week for gas, and the rest would be bus/Skytrain expenses. Ideally, I would like to live close enough to work so that I could walk there … but Vancouver is such a huge city, I doubt that will happen.)
- Groceries: $150
- Entertainment: $100 (I have a feeling this might be too low, since Vancouver is one expensive city … but I’ll try it out and see what happens.)
- Miscellaneous: $80
- Travel: $80
Have I missed anything?
If I haven’t, that means I would be able to save $1,000 per month. Plus, I do plan on getting a second PT job – and if I only work 8-12 hrs/week (could be less, depending on wage), I could bring home an extra $400-500 per month, which I would save. If I find I can work more than that, then so be it … but if it at all interferes with my FT job or I’m finding it too stressful, I’ll scale back the hours. There is no way I’m going back to working as much as I was working last summer. That was just crazy. And I’m living in a new city! I want to have fun and take time out for myself. It’s important to lead a balanced lifestyle.
So that means, potentially, I could save $12,000 (FT job) + $5,000 (PT job) + $4,500 (2007 tax refund) = $21,500 … and if I end up saving $21k+, that would exceed the amount of $18k I set for myself when I made up my 2008 Annual Goals a few weeks ago based on an annual salary of $50k.
I must be missing something out of the budget.




