I am happy to report that I have a more positive net worth update this month! Overall, my net worth is up by 4% this month, for a total increase of 43% so far this fiscal year. I am especially glad that my net worth increased this month since I feel like I wasn’t able to contribute as much to my investment account as I would have liked to. This was mostly due to purchasing a plane ticket for summer travel (hello 2016 Olympics!), which was a planned expense.
In other good news, my tax refunds (state and federal) are both pending, so it’s looking like March will be another winner! I’m planning to put 95% of my refunds into my non-retirement investment account, since that is the only area in which I haven’t yet met my goal for the year. I think it will be a stretch to get there by the end of June, but I’ll keep trying!
How’d you do in February? What are you planning to do with your tax refund?