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Monthly Archives: November 2017

Roth-Lite: A Skeptic’s Strategy for Tax Reform

My former life as an auditor has left me with an ever-questioning and critical mind, especially when it comes to money.  Though I tend to be a skeptic with a very analytical way of thinking, that doesn’t mean that I’m not open to new ideas.  Actually, it’s quite the contrary.  …

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Net Worth Oct ’17

SUMMARY: Market movements drove this month’s NW increase as well as focusing on paying off 50% of my credit card balance.  Otherwise, it was a typical month of consistent savings and debt reduction. LIQUID ASSETS Checking – cash purposed for managing day-to-day and monthly expenses +$240.88 paid off 50% of the credit …

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