Quicken Tutorial: How To Add A Checking Account

How To Add A Primary Checking Account

This is the first in a series of step-by-step, video tutorials that will visually teach you how to use Quicken Personal Finance Software to manually track your finances. This episode covers the initial setup of Quicken and will guide you through how to add your first account, a … Continue Reading

Stop Taking Your Finances So Seriously

The other week I was browsing some personal finance blogs before bed. One of the blogs I read talked about the Fidelity American Express card, which is offering a sign-up bonus. I left a comment to correct the author on the rewards terms and then proceeded to reply to a few other comments with the … Continue Reading

Annual vs. Monthly IRA Contribution Experiment – February 2014 Update

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

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
312.50 17.98 5,500.00 5,618.75 118.75

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
81.05 17.98 1,409.00 1,457.24 48.24

Account Summary:

  • 02/01/2014
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The Best Time Of Year To Start Investing

The best time of year to get started with investing is the beginning of the year between January and April. Why? It’s because the contribution period for my favorite type of retirement investment account, the IRA, overlaps.

The contribution period for an IRA starts on January 1st and lasts until the tax-return filing deadline the … Continue Reading

Annual vs. Monthly IRA Contribution Experiment – January 2014 Update

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

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
312.50 17.21 5,500.00 5,378.13 -121.87

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
56.82 17.21 1,000.00 977.84 -22.16

Account Summary:

  • No
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