Wednesday, February 24, 2010

Goals for 2010 (revA)

Hubby and I set our 2010 goals 2 days before year 2009 ended but was not able to blog it. It was the RevA. After the seminar we have attended last week, we come up to our REVB. Let me show you 1st our REVA:

1. Maintain the # of Coop Share deduction for our Emergency Fund.

2. Create Other Sources of Income thru business.
- Tshirt Printing - Need to attend TRC Training (FEB or MARCH)
-. Personalized items/Scrapbooking - Need to know how to promote/ Advertise
- Food Business - Add to 2011 Goal

3.Attend Bo Sanchez Group's Seminars
- Coaching - Couple
- Real Estate - Hubby
- Internet - Me

4. Minimize our Expenses
- Limit Lunch outs during weekdays
- Utilities- follow tipid tips for water and electricity.
- Limit consumables by having a weekly plan for the dishes to cook and create a schedule for laundry and ironing of clothes"

5. Additional Investments
- 25k mutual fund (will be from our Midyear Bonuses)
- 20k Top-up for VUL (from our Coop Dividends)
- 100k for bonds if there would be offerings (will withdraw some shares from coop)
- Stocks (Amount:TBD)

6. Insurances
- Renew our Fire Insurance - might get from Philam again. BDO proposal is not as good as Philam.
- Update Beneficiaries
- Check/Review getting a Life insurance
- Get an Educuational Plan for our daughter
- Get a Retirement Plan
* Contact our new Agent and sched a meeting.

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