Phamily Man

Money, Nursing, Food, Life.

Annual vs. Monthly IRA Contribution Experiment – October 2015 Update

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The Annual vs. Monthly IRA Contribution Timing Experiment October 2015 Update.

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
614.12 18.74 11,120.63 11,508.53 387.90

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
550.93 18.74 10,199.65 10,324.28 124.63

Account Summary:

  • 10/01/2015
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Annual vs. Monthly IRA Contribution Experiment – September 2015 Update

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The Annual vs. Monthly IRA Contribution Timing Experiment September 2015 Update.

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
614.12 17.60 11,120.63 10,808.44 -312.19

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
524.93 17.60 9,741.32 9,238.68 -502.64

Account Summary:

  • 09/01/2015
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Annual vs. Monthly IRA Contribution Experiment – August 2015 Update

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The Annual vs. Monthly IRA Contribution Timing Experiment August 2015 Update.

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
614.12 18.13 11,120.63 11,133.92 13.29

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
498.96 18.13 9,282.99 9,046.09 -236.90

Account Summary:

  • 08/01/2015
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Getting Back to Work

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I chose to forgo waiting for Google’s 2015 smartphone entries. After a bad week, I decided to apply some retail therapy and moved away from the Apple platform to Android. I’m now using the Samsung Galaxy S6 and the Samsung Galaxy Tab S2 and loving it!

So, I’m trying to slowly get back into this Continue Reading

Quicken Tutorial: How To Add An Impound Account

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How To Add An Impound Account

This step-by-step, narrated, video tutorial will visually teach you how to add an Impound Account (for real estate/property taxes and home/property insurance payments) in the Quicken Personal Finance Software suite.

Before You Start:

  • Have your latest impound account statement, or mortgage statement with the impound account balance, available.

Watch Continue Reading

Annual vs. Monthly IRA Contribution Experiment – July 2015 Update

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The Annual vs. Monthly IRA Contribution Timing Experiment July 2015 Update.

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
614.12 19.26 11,120.63 11,827.87 707.24

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
475.10 19.26 8,824.66 9,150.39 325.73

Account Summary:

  • 07/01/2015
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