Such a hard choice. I'd go with the stuff that will make the most impact first (lift, tires) if you know the rest of your drivetrain will support it. If you want to make some surefire investments first, go with an upgraded rear axle.
Denis A. Baldwin
1991 YJ 2.5L, 1" BD MML, Ultimate 8.8, Super D30, 4.88 Gears, Detroit Lockers, 36" Super Swamper SAM-26s on Ion 171s, RE SOA w/RE1445 springs, Bilstein 5150s, 3in. BL, custom cage, Warn M8000, Double D Dash/OHC, 4Low Front Stinger Bumper, DirtWorx Rear Bumper WTC, Tube Fenders, RR OTT Steering and PAID FOR.