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

Annual vs. Monthly IRA Contribution Experiment – March 2014 Update

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

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
312.50 18.06 5,500.00 5,643.75 143.75

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
104.01 18.06 1,818.00 1,878.47 60.47

Account Summary:

  • 03/01/2014
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Quicken Tutorial: How To Add An IRA Or Keogh Account

How To Add An IRA Or Keogh Account

This step-by-step, narrated, video tutorial will visually teach you how to add an IRA or Keogh account in the Quicken Personal Finance Software suite.

Before You Start:

  • Have your latest IRA or Keogh account statement, or initial retirement plan/share balance (if you have a brand new account)
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Quicken Tutorial: How To Add A 401k, 403b, or 457 Account

How To Add A 401k, 403b, or 457 Account

This step-by-step, narrated, video tutorial will visually teach you how to add a employer sponsored retirement account, like a 401k, 403b, or a 457, in the Quicken Personal Finance Software suite.

Before You Start:

  • Have your latest retirement account statement, or initial retirement investment plan information
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Quicken Tutorial: How To Add A Credit Card Account

How To Add A Credit Card Account

This step-by-step, narrated, video tutorial will visually teach you how to add a credit card account in the Quicken Personal Finance Software suite.

Before You Start:

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