Saturday, January 10, 2015

Monthly Progress Report - December 2014

It feels like it's been a long time since I last wrote anything.  December was quite a month for us but we made it through relatively unharmed.  We lost a car and re-assessed whether we needed to replace it.  Well, after further review, we decided to go ahead and purchase a cheap set of wheels.  That explains why we had to dip into our savings, but the good news is No Loan!  That also means, reduced funds and we will have to try and replace those funds throughout the year.  I was still able to make a couple of purchases through Loyal3 and Lending Club and set aside a little into the brokerage.

On the tax-deferred front, we saw big gains with end-of-the-year payouts of dividends and capital gains that went right back into our accounts.  Here's a summary: