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Annual vs. Monthly IRA Contribution Experiment – August 2015 Update

September 22, 2015 by Long Pham

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
Continue Reading

Quicken Tutorial: How To Add An Impound Account

September 1, 2015 by Long Pham


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

August 25, 2015 by Long Pham

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
Continue Reading

Annual vs. Monthly IRA Contribution Experiment – June 2015 Update

August 18, 2015 by Long Pham

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

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
614.12 19.47 11,120.63 11,956.84 836.21

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
451.56 19.47 8,366.33 8,791.83 425.50

Account Summary:

  • 06/01/2015
Continue Reading

Annual vs. Monthly IRA Contribution Experiment – May 2015 Update

August 11, 2015 by Long Pham

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

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
614.12 19.50 11,120.63 11,975.26 854.63

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
428.05 19.50 7,908.00 8,347.05 439.05

Account Summary:

  • 05/01/2015
Continue Reading

Following My Own Advice

June 9, 2015 by Long Pham

I haven’t been following my own advice lately.

A few years ago, I wrote about how to reduce the amount you pay for internet. For a long time, I never paid full price. I always made it a point to call customer service and see if I could get a better deal or at Continue Reading

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