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I'm shocked it's the end of March. Time to compare net earnings, spending in 4 major categories, value of 4 investmnet accounts, and balance in the 'dedicated' savings [for upcoming planned expenses]. These figures are compared to December'10, March 31 '10 and to a 5 year plan developed January 2010.
Best of all, I have a visual for DH to help him understand whether we are above or below expectations, whether we need to 'plump' earnings or trim spending, whether to go ahead with pricy improvements I was uncomfortable undertaking last year. If I try to talk, his eyes glaze over and he just wants to know if I'm hiring the contractor or taking a recently offered assignment.
These assessments are fast and easy for those who use Quicken or Mint type programs. It's good to have a 'road map' to see where you've been and where you're going.
Best of all, I have a visual for DH to help him understand whether we are above or below expectations, whether we need to 'plump' earnings or trim spending, whether to go ahead with pricy improvements I was uncomfortable undertaking last year. If I try to talk, his eyes glaze over and he just wants to know if I'm hiring the contractor or taking a recently offered assignment.
These assessments are fast and easy for those who use Quicken or Mint type programs. It's good to have a 'road map' to see where you've been and where you're going.
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