Welcome to 2017! I hope you had an awesome New Year, like me and many of my fellow PF bloggers did. Given that we’re starting a new year, after taking time to reflect on my annual report and I thought I’d kick it off by talking about my 20 year journey toward Financial Independence, or […]
My Financial Journey – 20 Years of Striving toward FI Read More »
I remember sitting in my condo many years ago, creating an Excel spreadsheet of all my accounts. A few months later I was so excited to update it, convinced that riches would soon be mine. But no – I think it had gone up by a few hundred dollars. Then again a few months later
My Quarterly Net Worth Process Read More »
I was reading a post over on Bogleheads the other day about someone who had just received their first set of golden handcuffs in the form of Restricted Stock Units, or RSU’s for short. In that post people were discussing the pros and cons to selling them as they vested. I have RSU’s from my
Restricted Stock – Sell as Vested or Keep? Read More »
Good morning and happy Monday! I’m excited today to have written my first guest post over at My Family on a Budget – be sure to go check it out if you haven’t already. Emergency funds. We all hear that you should be keeping 3-6 months of expenses in a savings account or some other easily
How Your Emergency Plan can Save You Read More »
On Chief Mom Money Mondays, I take you through a financial decision, topic, or story. Today’s story is a tale of terror where a salesperson tried to get me to buy an IRA inside an annuity. I went down to a local bank branch last year to transfer a small inherited IRA from my grandmother
Why The Bank Thinks I’m Stupid – Annuities in an IRA Read More »
“Or” It’s one of those words that can strike fear in our hearts. What’s so scary about a short two letter word like “or”? To me that word represents choices, and the road not taken. You see, the word “or” is what we use when we have a choice between two or more options. Sometimes
The Choices We Face Read More »
