Archive for the 'Investing' Category

Year-End Money Moves

( 401(k) andInvesting andIRA )

The end of the year is fast-approaching. That means I spent a few hours yesterday looking at our finances. Due to an extra paycheck that I wasn’t expecting (it was scheduled for Friday 1/1 but that’s a holiday so it was moved to Thursday 12/31), I was able to max out my 401k. I originally […]


  photo credit: jannemei K.I.S.S. Keep it simple, silly. I decided that our finances have gotten much too complicated as of late. Three checking accounts and five savings accounts are just too much. As as of December 1, it will be bye-bye ING. Though I love them and have been happy with them, there’s no […]

Random Thoughts

I know I’ve been AWOL for a while but work has been hectic, not to mention the two classes I’m taking this summer.  On the bright side, I’ve been pretty good about planning dinners in advance so I don’t buy take out.  We’ve only been out to dinner one or two times this month and […]

Wednesday Roundup

I read a lot of other pf blogs so I’ve decided to share the posts that I find to be most interesting or helpful.  So here’s the first ‘Wednesday roundup’. The Six Investing Safeguards from Free Money Finance Do Emergency Funds Trump Debt Repayment from The Simple Dollar Finding the Balance Between Time and Money […]

Suze Orman’s Save Yourself

photo credit: feverblue Last year, Suze Orman and TD Ameritrade sponsored a Save Yourself promotion.  You would receive a $100 bonus for opening an IRA at TD Ameritrade and automatically funding it with at least $50/month for twelve months.  I signed up and last week, I received my bonus.  It’s nice to receive a 16% […]

Our Next Endeavor?

( Investing )

photo credit: extremeezine I’m all about multiple streams of income.  I don’ t like the idea of all my income being in one basket, particularly in this economic climate.  Mr. Savvy and I both work full-time.  In addition, we each have a business on the side.  We’ve been toying with the idea of rental property […]

Guest Post – Interview With a Financial Planner

I’m on vacation this week.  Thanks so much to Cathy Curtis, of Curtis Financial Planning, for allowing me to interview her. Tell us a little about yourself I am a Fee-Only independent financial advisor, a Certified Financial Planner practitioner (CFP) and a Registered Investment Advisor (RIA) registered with the State of California. I own a firm […]

Reminder – Kiplinger’s Jump Start Your Retirement

photo credit: habi Once again, Kiplinger’s Magazine is offering FREE retirement advice.  Today, you can call or go online (9 am – 6 pm EST) to talk with NAPFA financial planners.  Just call 1-888-919-2345 or go to