Category Archives: Retirement
Thinking About My Financial Goals For 2009
It’s hard to believe, but in just 15 days, it will be 2009. I have started thinking about my financial goals for the coming year. Last year, I set some pretty aggressive goals, and I managed to accomplish most of them. I fully-funded my 403(b) retirement account, my 2008 Roth IRA, and my wife fully-funded [...]
Taking A Look At My 2008 Goals
Last December, I created some goals for 2008. Throughout the year, I have been tracking my progress. Here’s where I stand, with one month left in December, and with five months left to fund my wife’s Roth and my kids’ ESAs for 2008. Account Amount Progress My 403b $15,500.00 $15,500.00 My Wife’s Pension $2,000.00 $2,000.00 [...]
Decision Made – I Am Moving All Of Our Accounts To Vanguard
Yesterday, I mentioned that I was thinking about moving all of our retirement and education savings accounts to one brokerage, Vanguard. Spurred on by this comment from reader Matt, I did a little more research, and I have decided to make the move. Vanguard offers enhanced services for customers who qualify. Qualification for these services [...]
Stuck Trying To Decide What To Do About My Retirement And Education Savings Accounts
I’ve spent the last few hours trying to decide what to do with our retirement and education savings accounts. As it stands, my wife and I have our Roth IRAs with one brokerage, my daughter’s ESA is with a second brokerage, and my SEP-IRA is with a third. I’d love to move them all to [...]
