Net Worth Mar ’17

LIQUID ASSETS Checking – cash purposed for managing day-to-day and monthly expenses -$4,543.20 transferred a nice chunk to my savings account where I get 0.5% interest + debt payments Savings – cash purposed for the next 3-5 years (wife’s tuition, house down payment, emergency etc) +$2,668.27 automated savings of $150 + additional …

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Net Worth Feb ’17

  LIQUID ASSETS Checking – cash purposed for managing day-to-day and monthly expenses +$762.40 variable expenses were less in Feb than Jan Savings – cash purposed for the next 3-5 years (wife’s tuition, house down payment, emergency etc) +$674.05 automated savings of $150 + additional savings Life Insurance – cash value of …

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Net Worth Jan ’17

My first Net Worth update for this blog.  Trust me, each month will not be this great.  Just really good timing… LIQUID ASSETS Checking – cash purposed for managing day-to-day and monthly expenses +$2,639.17 residual from year-end bonus kept in checking to pay for credit card expenses + loan receivable …

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(FREE!) Fund Fee Analyzer

For those of you looking for a quick tool to assess how fees and expenses affect your investments’ performance, check out the Fund Analyzer app by the Financial Industry Regulatory Authority (FINRA).  This tool enables you to look up over 18,000 mutual funds, Exchange Traded Funds (ETFs) and Exchange Traded …

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