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About Me:

Zetta

I am a 39 year-old software engineer who is spending a couple of years at home to enjoy being mom to our 4 year old son and twin baby girls. My DH of 8 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..$358k
Other investments..$300k
Home value...........$676k
Emergency fund.....$19k
Checking/Savings...$27k
Mortgage balance..($380k)
Credit card debt.....$0
529 balance.........$19.5k
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Net Worth $1M (approx)

Financial To Do
[x] update wills
[x] invest IRA rollover money
[x] stock basis into Quicken
[x] annual review with broker
[x] review life and disability insurance
[ ] earthquake/disaster box
[ ] move $40k to 529 plan

My Pages

Envelope Budgeting Software

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Zetta's Striving to Get Rich Slow

My musings as I strive to build wealth and learn more about investing.

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