I finally got my Q2 statement from my 401K. It actually didn’t lose money over Q2, although I was happy to see my poorest performing fund has been ended and a new fund is offered. I also took advantage of the reminder and went in and manually rebalanced my account, so everything is where it […]
Entries Tagged as 'retirement'
Finally got the Q2 401K statement
July 31st, 2008 · No Comments
Tags: millenial · retirement
Mmm….new funds…
July 17th, 2008 · 3 Comments
The other day I got a letter from ING Direct regarding my Roth IRA. As they are now connected to Sharebuilder, starting “this fall” we will have access to investing in our IRA’s through Sharebuilder. While I’m happy with ING’s fund offerings, I am curious as to what the new offerings will be.
Tags: millenial · retirement
It’s mocking me…
July 15th, 2008 · 2 Comments
It comes twice a year, it being the statement from an OBRA (state retirement plan) I contributed to while I was a substitute teacher. It’s $50, which isn’t anything to sneeze at (although, clearly I don’t even bother including it in my networth). Trouble is, because it’s a “governmental” plan, I can’t […]
Tags: millenial · retirement · net worth
Why gay marriage matters, in just one tiny personal finance detail
June 16th, 2008 · 2 Comments
I don’t like it when personal finance blogs get political. I don’t-honestly. I’m a very political person, but too much politicking on a personal finance blog turns me off-I’m here to discuss money, not why you are convinced of a vast left/right/center wing conspiracy. However, there’s this messy place between politics and […]
Tags: retirement · Kitchen sink
How to: Set up a Roth IRA, pt. III
May 26th, 2008 · No Comments
The last part of my How to: Set up a Roth IRA involves the most basic part of Roth-the actual funding. Early last year, after I first started reading personal finance blogs, I decided that I wanted to max my Roth out in 2007. The limit at that time was $4,000, which […]
Tags: retirement · Saving · how to
How to: Set up a Roth IRA, pt. II
May 9th, 2008 · 1 Comment
Disclaimer: I am not a financial adviser, and nothing in this blog should be construed as investment advice. On with the post.
Once I opened my Roth IRA with ING Direct, I had to decide what funds to put in my Roth IRA-I’ve heard it explained as a Roth (or conventional IRA) is a […]
Tags: retirement · Saving · how to
How I set up my Roth IRA-Pt. I
May 5th, 2008 · 2 Comments
As a personal finance blogger, I try to be aware of the fact that I’m not a snazzy financial talking head who is utterly perfect. I’m not a personal finance saint. One example of my imperfection is how I went about opening my Roth IRA. I looked at NY Life. I looked at Fidelity. I […]
Tags: retirement · Saving
