Annual vs. Monthly IRA Contribution Experiment – April 2014 Update

The Annual vs. Monthly IRA Contribution Timing Experiment April 2014 Update.

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
312.50 18.15 5,500.00 5,671.87 171.87

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
126.51 18.15 2,227.00 2,296.16 69.16

Account Summary:

  • 04/01/2014
Continue Reading

Quicken Tutorial: How To Add A 529 Plan

How To Add A 529 Plan

This step-by-step, narrated, video tutorial will visually teach you how to add a 529 College Savings Plan in the Quicken Personal Finance Software suite.

Before You Start:

  • Have your latest 529 Plan account statement, or initial 529 Plan balance (if you have a brand new account) available.
  • Optional: Your
Continue Reading

Quicken Tutorial: How To Add A Brokerage Account

How To Add A Brokerage Account

This step-by-step, narrated, video tutorial will visually teach you how to add a Taxable Brokerage/Investment Account in the Quicken Personal Finance Software suite.

Before You Start:

  • Have your latest brokerage account statement, or initial investment account balance (if you have a brand new account) available.
  • Optional: Your online credentials/login
Continue Reading

The Fidelity American Express Not A Real AMEX Card?

The Fidelity American Express is not a real American Express Card? What the what? This one is for all the hyper-credit card rewards optimizers out there.

A lot of people who are looking to maximize their credit card rewards/rebates look to the Fidelity American Express. What’s not to love? A flat 2% back on everything … Continue Reading

Personal Update – 1st Quarter 2014

If you haven’t noticed already, I have reverted the blog back to the original theme. I liked the idea of having a responsive theme, but I wasn’t happy with the one I had. I spent a day bringing back the old look with some minor visual improvements. I’ll probably leave the design aspect of the … Continue Reading

© Copyright Budget For Wealth | Developed by Phamily Media