Last Quarter Cash Flow Changes

I’ve been overzealous in my desire to save and invest more this year! My plan was to max out my both my 401k and my Roth IRA, but with a twist.  The idea was to use my employer’s ESPP to save for my Roth IRA (and this has been successfully done), but also to take… Continue reading Last Quarter Cash Flow Changes

Both Best and Worst Personal Financial Times This Year So Far

“It was the best of times, it was the worst of times“, the quote from the book: A Tale of Two Cities by Charles Dickens best described my cash flow activity pattern for this year, so far. Let me explain… “Best of Time” Financial Perspective First, I now consider myself at the threshold of barely… Continue reading Both Best and Worst Personal Financial Times This Year So Far