Archive for the ‘Retirement’ Category:

Fidelity IRAs: Free trades for one year

I have been thinking about opening up a new IRA account for our Roth’s for quite awhile now. We are currently with TIAA-Cref and although I do love their Real Estate offerings, I would like to move over to a discount broker. With this new offer from Fidelity, I just might do it. Here’s the skinny.

In an effort to get you to move your money over to them, they’re offering:

  • 6 Months of free trades when you transfer at least $25,000 into a new IRA

    • - OR -

  • 1 Year of free trades when you transfer at least $100,000 into a new IRA
  • Both offerings have the requirement that the funds be transferred from a former employer’s 401K or an existing IRA account

There are additional details and terms regarding this offer, so please visit the offer page for more information.

Note: As I mentioned at the bottom of my Sharebuilder Bonus post, I will only be posting about deals that I have either taken advantage of or I am considering. There are tons of other deals to be found out there, so please don’t limit yourself to ones that I mention.
:-)

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Posted on : May 9th, 2008 in Categories: Investing and Retirement

Are you tracking your net worth?

This is not a new topic in our house, but one that I did want to “blog” about because I am very happy that I finally took the initiative to start tracking our net worth. I decided to go the typical spreadsheet route. The spreadsheet I am using is based on the template available over at moneyunder30.com. It’s a basic month over month tracking spreadsheet that can be customized to reflect your individual accounts. I also prefer to use Google Docs, so we can access the information from anywhere.

We are now in our third month of tracking our net worth and I can’t believe I’m going to say this, but I actually look forward to updating it at the end of each month. I get to plug in the previous month’s figures and see how things look based on our overall financial picture. Granted it isn’t exactly constantly evolving on a huge scale, but it’s interesting information nonetheless.
Another interesting take on using your net worth the deduce Financial Freedom was blogged about by Jonathan over at My Money Blog. I have been a long time fan of Jonathan’s blog and his explanation of the theory is certainly interesting.

Are you tracking your net worth? How are you doing it?

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Posted on : April 30th, 2008 in Categories: Goals and Good Blogs and Investing and Retirement