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The State of Budget For Wealth

January 27, 2015 by Long Pham

Hi there. It’s Long. Remember me?

Yeah, I know. It’s been a long time since I’ve written anything of real substance. I’ve only been updating the site with performance reports from the second iteration of the Roth IRA Contribution Timing Experiment. For all four of you that read the blog, I’m sorry.

Website Design 

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Annual vs. Monthly IRA Contribution Experiment – December 2014 Update

January 20, 2015 by Long Pham

The Annual vs. Monthly IRA Contribution Timing Experiment December 2014 Update.

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
318.89 18.65 5,620.63 5,947.35 326.72

Account Summary:

  • 12/29/2014 – Reinvested Dividend of $119.69
  • 12/29/2014 – Reinvested Short Term Capital Gain Distribution of $0.94

Monthly Contribution Roth IRA

Shares Price Total Cost Market
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Annual vs. Monthly IRA Contribution Experiment – November 2014 Update

December 9, 2014 by Long Pham

The Annual vs. Monthly IRA Contribution Timing Experiment November 2014 Update.

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
312.50 19.22 5,500.00 6,006.25 506.25

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
279.96 19.22 5,090.00 5,380.91 290.91

Account Summary:

  • 11/01/2014
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Annual vs. Monthly IRA Contribution Experiment – October 2014 Update

November 18, 2014 by Long Pham

The Annual vs. Monthly IRA Contribution Timing Experiment October 2014 Update.

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
312.50 18.93 5,500.00 5,915.62 415.62

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
236.08 18.93 4,681.00 4,889.86 208.86

Account Summary:

  • 10/01/2014
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Quicken Tutorial: How To Add A Home Asset Account

November 11, 2014 by Long Pham


How To Add A Home Asset Account

This step-by-step, narrated, video tutorial will visually teach you how to add a Home/Real Estate as an Asset Account in the Quicken Personal Finance Software suite.

Before You Start:

  • Have your latest appraisal or estimated home value available.
  • If you have a mortgage on the property, you’ll want
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Quicken Tutorial: How To Add A Mortgage Account

November 4, 2014 by Long Pham


How To Add A Mortgage Account

This step-by-step, narrated, video tutorial will visually teach you how to add a Mortgage/Home Loan Account in the Quicken Personal Finance Software suite.

Before You Start:

  • Have your latest Mortgage/Home loan account statement, or initial loan balance (if you have a brand new account) available.
  • Optional: Your online credentials/login
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