Zetta's Striving to Get Rich Slow

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Author Info

Zetta
I am a 37 year-old software engineer who has recently started contracting part-time after a two-year "sabbatical" as a SAHM. 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..$339k
Other investments..$357k
Home value...........$675k
Emergency fund.....$30k
Checking/Savings...$13k
Mortgage balance..($381k)
Car loan balance...($2k)
Credit card debt.....$0
--------
Net Worth $1 M (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
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- Envelope Budgeting Software
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Blog Statistics
- Date Started: Jan 15, 2007
- Entries: 72
- Comments: 188
- Total Visits: 51,105
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