Category Archives: College

My Check From Upromise Arrived

As I mentioned a few months ago, I recently sent a letter to Upromise, requesting a withdrawal from my account. I am proud to say, I received a check from Upromise last week, and I’ve now deposited that check into … Continue reading

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Sticking With TD Ameritrade

I mentioned in the last article that I would be opening two Education Savings Accounts – one for my son and one for my daughter.  I had been planning to open the accounts with Vanguard – the same brokerage that … Continue reading

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Retirement And Education Savings Goals

Here are my after-tax retirement and education savings goals for 2008/2009/2010. Contributions to Roth IRAs and ESAs can be made from December of one year until April of the next year. I have three children, and I have five months … Continue reading

Posted in 2009 Goals, College, Retirement | 3 Comments

Retirement And Eduction Savings Contribution Limits For 2009

As I sat down with my wife to talk about our financial goals for 2009, I realized that I needed to know if the contribution limits for our retirement and education savings accounts were going up in 2009.  After some … Continue reading

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