MFJ
My Financial Journey
Est. 2005
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July 6, 2009 1 min read Financial Reports General

Retirement Nestegg Report - June 2009

My retirement nestegg report for this month - Traditional Rollover IRA - $8,914.80 (-7.67) My Roth IRA - $26,538.91 (+1.36%) Wife Roth IRA - $14,259.01 (+0.50%) Current Traditional 401k - $30,536.53 …

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June 1, 2009 1 min read Financial Reports General

Retirement Nestegg Report - May 2009

My retirement nestegg report for this month - Traditional Rollover IRA - $9,655.62 (+2.28%) My Roth IRA - $26,182.21 (-1.23%) Wife Roth IRA - $14,189.15 (+1.84%) Current Traditional 401k - $30,023.11 …

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May 4, 2009 1 min read Financial Reports General Goals

Retirement Nestegg Report - April 2009

Well not quite as good of month as last month, but pretty darn good. I guess I will take 17 or 18% gains every month. I’m really going to be disappointed when things return to normal and …

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April 1, 2009 1 min read Financial Reports General

Retirement Nestegg Report - March 2009

Well I’m pretty sure this is the biggest single increase I’ve ever had in a single month by far! At this rate I will be retired in no time! In all seriousness this just proves my previous …

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March 7, 2009 4 min read General High Yield Savings

Switching my High Yield Savings to SmartyPig

I am currently actively saving for a house my wife and I want to build in the next few years. I have about $20,000 saved up at ING Direct and am adding to it at a rate of about $1,000 per month. I …

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March 4, 2009 1 min read Financial Reports General

Retirement Nestegg Report - February 2009

Another brutal month as far as performance goes. Nestegg value feel by about 8% and as much as I know this is an opportunity for me, it is hard sometimes to see the progress or any forward momentum …

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February 3, 2009 1 min read Financial Reports General

Retirement Nestegg Report - January 2009

My retirement nestegg dropped in value by over 12%, which I believe is slightly worse than the market over that period of time. No big concerns at this point other than the fact that my contributions …

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January 31, 2009 6 min read General Reviews

The end of free trades at Zecco and my review of them

All good things must come to an end. Last night I received the following email from Jeroen Veth the founder of Zecco Dear Zecco Trading client, I’m writing to tell you that as of March 1st, …

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January 16, 2009 2 min read Credit Credit Cards General

Will carrying a credit card balance through month end hurt your credit score

As I vaguely mentioned in my $100,000 by Age 30 year end recap post my wife and I are starting to save for a house we want to build down the road (probably 2-3 years from now). While I’ve been …

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January 3, 2009 3 min read General Goals

$100,000 in principal by Age 30 - 2008 year end recap

Well it is time for my annual check up on my $100,000 by age 30 goal. I guess I had a little foresight when setting up this goal as it is based solely on principal (my contributions) and investment …

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January 2, 2009 2 min read Financial Reports General

Retirement Nestegg Report - December 2008 (+8.54%)

Well 2008 sure was an exciting year and I certainly learned a lot in the process. As for my retirement nestegg I actually lost just over 5% for the year. That is not the whole story though because I …

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December 1, 2008 2 min read Financial Reports General

Retirement Nestegg Report - November 2008(-8.83%)

Well the carnage continues and it does not look to be slowing down. In fact in the first day of December my portfolio already lost a bigger percentage than it lost in the entire month of November. …

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About Me

I'm a twenty thirty forty something year old father of one two three four five who has been documenting his path to financial freedom since 2005.

Goals

$1,000,000 by age 40 Achieved
Completed August 2019
$100,000 by age 30 Achieved
Completed August 2009

Favorite Posts

  • Holy Crap I'm 30
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  • True cost of owning a home
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