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The State of Budget For Wealth

Hi there. It’s Long. Remember me? Yeah, I know. It’s been a long time since I’ve written anything of real substance. I’ve only been updating the site with performance reports from the second iteration...

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Intuit Sale: Quicken 50% Off, TurboTax 25% Off

If you are a do-it-yourself kind of person like I am, you rely on personal finance management and tax software to stay fiscally organized and stay up to date with the latest changes in the tax code....

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Annual vs. Monthly IRA Contribution Experiment – January 2015 Update

The Annual vs. Monthly IRA Contribution Timing Experiment January 2015 Update. Annual Contribution Roth IRA Shares Price Total Cost Market Value $ Gain/Loss 614.12 18.37 11,120.63 11,281.31 160.68...

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I Pay The Idiot Tax

Some call it the idiot tax. Some call it a tax on the poor and the stupid. That’s all fine and dandy, but everyone spends money on frivolous things. Hell, there are worse things to spend your money on....

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Interest In Escrow Accounts

A few years ago I announced that my wife and I had paid off all of our student loan and car debt. So except for the mortgage, we’ve been able to remain debt free, which I think is pretty good for...

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Annual vs. Monthly IRA Contribution Experiment – February 2015 Update

The Annual vs. Monthly IRA Contribution Timing Experiment February 2015 Update. Annual Contribution Roth IRA Shares Price Total Cost Market Value $ Gain/Loss 614.12 19.29 11,120.63 11,846.30 725.67...

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Annual vs. Monthly IRA Contribution Experiment – March 2015 Update

The Annual vs. Monthly IRA Contribution Timing Experiment March 2015 Update. Annual Contribution Roth IRA Shares Price Total Cost Market Value $ Gain/Loss 614.12 19.07 11,120.63 11,711.19 590.56...

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Annual vs. Monthly IRA Contribution Experiment – April 2015 Update

The Annual vs. Monthly IRA Contribution Timing Experiment April 2015 Update. Annual Contribution Roth IRA Shares Price Total Cost Market Value $ Gain/Loss 614.12 19.41 11,120.63 11,919.99 799.36...

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My Confession

I have a confession to make. I quit my job. In fact, I quit my job almost two years ago. I’m not sure why I’ve had such a hard time putting this down in writing, but this post has been sitting in my...

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Following My Own Advice

I haven’t been following my own advice lately. A few years ago, I wrote about how to reduce the amount you pay for internet. For a long time, I never paid full price. I always made it a point to call...

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Annual vs. Monthly IRA Contribution Experiment – May 2015 Update

The Annual vs. Monthly IRA Contribution Timing Experiment May 2015 Update. Annual Contribution Roth IRA Shares Price Total Cost Market Value $ Gain/Loss 614.12 19.50 11,120.63 11,975.26 854.63 Account...

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Annual vs. Monthly IRA Contribution Experiment – June 2015 Update

The Annual vs. Monthly IRA Contribution Timing Experiment June 2015 Update. Annual Contribution Roth IRA Shares Price Total Cost Market Value $ Gain/Loss 614.12 19.47 11,120.63 11,956.84 836.21 Account...

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Annual vs. Monthly IRA Contribution Experiment – July 2015 Update

The Annual vs. Monthly IRA Contribution Timing Experiment July 2015 Update. Annual Contribution Roth IRA Shares Price Total Cost Market Value $ Gain/Loss 614.12 19.26 11,120.63 11,827.87 707.24 Account...

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Quicken Tutorial: How To Add An Impound Account

How To Add An Impound Account This step-by-step, narrated, video tutorial will visually teach you how to add an Impound Account (for real estate/property taxes and home/property insurance payments) in...

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Annual vs. Monthly IRA Contribution Experiment –August 2015 Update

The Annual vs. Monthly IRA Contribution Timing Experiment August 2015 Update. Annual Contribution Roth IRA Shares Price Total Cost Market Value $ Gain/Loss 614.12 18.13 11,120.63 11,133.92 13.29...

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