Goals, Retirement

Midyear Retirement Funding Checkup (One Month Late): Taking A Look At My 2008 Contribution Goals

Back in December, I posted my financial goals for 2008.  I thought it my be interesting to see how I’ve done, seven months into the year.  The chart below details my retirement and education savings contribution goals. Account Amount Progress My 403b $15,500 $9,041 My Wife’s Pension $2,000 $1,166 Daughter’s ESA $2,000 $0 Son’s ESA (’07,’08) $4,000 $0 My Roth…

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Investing, Retirement

Our Current Asset Allocation

Inspired by a recent article by Nickel, over at Five Cent Nickel, about his current asset allocation, I thought it might be a good time to take a look at our current asset allocation. Between us, my wife and I have five retirement accounts – two Roth IRAs, my 403(b), a SEP-IRA, and my wife’s pension. The calculations in this…

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