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 … Continue reading

Posted in 2009 Goals, Investing, Retirement | 5 Comments

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 … Continue reading

Posted in Banking, Investing, Retirement | 4 Comments

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 … Continue reading

Posted in Feedback, Investing, Retirement, Saving Money | 4 Comments

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 … Continue reading

Posted in Investing, Retirement | Tagged , , , , | 4 Comments