Stocktake: Q2 2019

Cakes
His country gods and Vesta then adores
With cakes and incense, and their aid implores.

What’s new?

New job, new house, new life…. Or at least that’s what it feels like.

I stopped watching the news. Because: depressing. And I’m behind on my portfolio tracking. Because: plenty of more exciting things to get on with 😉.

Savings rate: 50%

The actual year to date average is 64%. Pass.

Property wealth: reduce the mortgage by £45k

In progress.

Pension wealth: use up all available allowance

Done.

Financial wealth: Emergency Fund & Freedom Fund

The Emergency Fund is full at £30k.

I haven’t used up the ISA allowance in a sense that I haven’t transferred the cash into the S&S ISA yet, but I have the cash set aside for that.

Tax: pay no more than £47k of income tax in 2018/19 tax year

Will be paying £32k this year. Woohoo!

3 thoughts on “Stocktake: Q2 2019”

    1. It’s working out great (knock on wood) 😃 I had though this whole thing about meeting the one person who is just perfect for you whose company you’d prefer over anyone else’s was just a load of cobblers… it turns out it’s not!
      We’re getting a dog. (Don’t tell Ermine, for I’m pretty sure dogs can sometimes eat while their owners sleep 😉).

      Like

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