Please enable JavaScript.
Coggle requires JavaScript to display documents.
Summer 2017 (Financial :money_with_wings: (Car purchase :checkered_flag: …
Summer 2017
Financial :money_with_wings:
Planning
Look up nearby homes & review prices vs our budget
Research :dollar:
1-Page Financial Plan :check:
The Wealthy Renter :check:
Your Money Life - 30s :check:
Choose your own adventure section
What my log-in for the 403B? :check:
How much in D's 401K? :check:
Share book assignments w/D
Type up notes :check:
Planning Google doc:
https://docs.google.com/a/agassiz.org/document/d/1YF637Aq-HLlJuAjgQANBFRunPcdLa5XlhkMNAhG7AM4/edit?usp=sharing
Car purchase :checkered_flag: :check:
Test drive :check:
Car loan
$1500-2K available for equity:!: :check:
Look up local credit unions to compare against AAA :check:
5 yr lease (60 month), paid down in 3 yrs
Calculate weekly use of Lyft, Zipcar membership, car rentals
Lyft $20-30 to Sharon, MA
Zipcar $70 annual membership, $10 per hour to drive
Car rental/trip to Jersey -
What we're looking for:
https://docs.google.com/document/d/1gxKwCZOR5-cvqhVHFJcG2HeEmEyIn_pbu6OoZSUs6hk/edit?usp=sharing
Analysis & research:
https://docs.google.com/document/d/1HEZOqd-UPJuRyHE0kkZLr1TM3MGja-Sqv2ZE-73kwpc/edit?usp=sharing
Repaying CC
Chase :check:
AAA :check:
Alaska :check:
Travel budget
#
Budget for Chicago :check:
Check old gift card :check: $500
$500 to travel savings :check:
3 paycheck months: June & Dec for Agassiz; June & Jan for Aqua
Travel :sunrise_over_mountains:
Chicago
:check:
Aug 10-15
Lodging - 1/2 w/Barry
Flights
To see: library, natural foods store, that big shiny thing
Korean spa? - King Spa
Maine
Part week - Aug 22-26 :check:
Invite friends: Hadee & family, Damien, Matt & Megan or Patricia & family? Heather's friends? :check:
Trip for two :kissing:
Portland, OR (in the fall? Oct?)
Art :whale2:
Music
Double Star show
Wed, July 26 :check:
JT & Bonnie R concert? :red_cross:
Morningside summer recital? :red_cross:
Writing
Retreat? :red_cross:
Time off to write? :red_cross:
Dance
Cambridge Dance Party :check:
Jacob's Pillow :red_cross:
Family :family:
Trips to Jersey
Jaleesa's Bridal :check: - Aug 20
Joanna late August :check:
Visitors from Jersey
Mark :red_cross:
Kemi
2nd week July or
1st weekend August
:check:
P's parents :red_cross:
D's mom
Oct? (moved to Spring 2018)
Health
Dentist
Appt w/endodontist
8 fillings :unamused: :check:
Prep for crowns
Health Care Proxy info for D & P