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 my savings account. I have been using Upromise to earn reward dollars for more than five years. Instead of investing…
Continue Reading→Category: College
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 has my SEP-IRA – but I’ve decided to stick with TD Ameritrade – the brokerage where I already have my…
Continue Reading→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 to fully-fund 2008 ESAs for each of them. I’m not sure if I’ll be able to afford to do this,…
Continue Reading→