Category Archives: 2009 Goals
Current Retirement Asset Class Allocation
Here’s a look at our current retirement investment portfolio. These numbers are current as of today. This breakdown does not include my wife’s pension plan, nor does it include money invested for college education savings. We use four accounts to save for retirement (in addition to my wife’s pension). My 403(b), my Roth IRA, my [...]
Shifting Focus – Updated Goals For 2009
Earlier this month, I wrote about my financial goals for 2009. After talking things over with my wife for the past couple of weeks, we have decided to shift our focus – temporarily – away from aggressive long-term saving and towards aggressive short-term savings. Here are the changes we plan to make – Original Prioritized [...]
Resolutions And Goals For 2009
Personal Finance Goals Fully-fund 403(b) Fully-fund 2 Roth IRAs Fully-fund 3 Education Savings Accounts Save for down payment on a new home Stay out of debt Blogging Goals Post daily to No Credit Needed Increase number of subscribers Improve site usability Establish connections with other bloggers Continue to support the personal finance blogging community Health [...]
Working Hard To Get Ready For The New Year
I hope you had a Merry Christmas. My family and I are finally home after a week away. We had a wonderful time visiting with our parents, but it feels good to be home. My wife spent most of the afternoon yesterday cleaning out our kids’ closets, making room for their new toys. I’m working [...]
