My musings as I strive to build wealth and learn more about investing.
About Me
Zetta
I am a 38 year-old software engineer who works 20-25 hr/wk from home as a software engineer, and spends the rest of the time enjoying being mom to a 3 year old son. My DH of 7 years is a hardware engineer. I was raised in a frugal home and my father was a stockbroker, so I started my financial journey from a position of strength. And yet I still have a lot to learn about investing.
Financial snapshot
Retirement assets..$243k
Other investments..$263k
Home value...........$675k
Emergency fund.....$30k
Checking/Savings...$30k
Mortgage balance..($379k)
Car loan balance...($9k)
Credit card debt.....$0
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Net Worth $840k (approx)
Financial To Do
[ ] update wills
[x] invest IRA rollover money
[x] stock basis into Quicken
[x] annual review with broker
[ ] review life and disability insurance
[ ] earthquake/disaster box
[ ] move $40k to 529 plan
