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2017 Mid-Year Check-In

2017 Mid-Year Check-in

Estimated Reading Time: 3 minutes

We are half way through the year and it is time to do a mid-year check-in. If you did a New Year’s resolution, doing a mid-year check-in gives you the opportunity to measure where you are at with your goals, add more goals, or remember the goals you have forgotten.

Checking-in occasionally is a good way to establish accountability. Your goals are important. You set them for a reason. Whether it is finance, health, or a better quality of life, you are the best person to control your future.

Read my 2016 End-of-Year Check-in

2017 Mid-Year Check-In from Budget Like a Lady

2017 Goals

Save for a house

We are making progress on purchasing a new house by the end of 2018 but we are a little behind where I would like to be. We have approximately 25% of our down payment. Due to getting a new roof (thanks to hurricane Matthew), we dipped into our New House Fund for those repairs.

Max Out IRA

We are on track to max out our IRAs by the end of the year. For 2017, the contribution limits for IRAs are $5,500. I would like to give myself a pat on the back for this mid-year success.

Save for Family Vacation

Done! It is so rewarding to go on vacation knowing that you paid cash for it. Work hard and play harder!

Pamper Myself Once a Month

Kinda sorta successful with this goal. Although I do get my hair done once a month, which is all I have been doing. Self-care is important and I need to be doing more of it. So this is a fail.

Post to blog 2x per Week

This is laughable. Usually this would be considered a fail. When I made this goal, it was definitely is dream but not a reality. I have 2 kids that keep me busy and posting once a week is better for my schedule. I could try to post twice a week but the quality of my writing would decline and I don’t want to do that to you. I know this should be a fail but I call it a win because I have learned what works best for this blog.

Become a Financial Coach

I am excited to say that I am on my way to becoming a financial coach! I will be completing my CFEI (Certified Financial Education Instructor) training this month then I will start working on my hours to be a Certified Financial Coach. Winning!

Looks like I am not doing too badly with my goals. I am on track or completed 4 out of 6 of my goals. My goal for the rest of the year is to finish what I started at the beginning of this year.

How are you doing with your 2017 goals?


  1. Congratulations on making headway to your goals. I’ve started making goals probably within the last couple of years. The difference between the goaled vs non-goaled years is stark.

  2. Dyana says:

    Looks like you are right on track! I also set a goal to post two times a week on my blog but it’s hard! I honestly don’t see how others do it and still write quality content. Don’t forget to pamper yourself that is so important.

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