Category Archives: Investing
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 [...]
Roth IRA Deposit Gone Awry
I have just gotten off of the phone after the better part of an hour. I can’t be sure, but I think I’ve fixed a problem, that until today, I never knew existed. The background – I have a Roth IRA. My wife has a Roth IRA. One of my goals for 2009, is [...]
A 10 Step Outline Of Our Financial Plan
From a recent email – I love your site! (Thank you…) I’ve been working on a basic plan for managing my finances. Could you write a post about your current plan? Or maybe a post about some of the things you’ve done to get where you are? Thanks! I love it when I get questions [...]
Our Current Asset Allocation
Inspired by a recent article by Nickel, over at Five Cent Nickel, about his current asset allocation, I thought it might be a good time to take a look at our current asset allocation. Between us, my wife and I have five retirement accounts – two Roth IRAs, my 403(b), a SEP-IRA, and my wife’s [...]
