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In September 2008 I started tracking our net worth daily as I wanted to see how it would correspond with the quickly deteriorating market. It has been really interesting to watch the results. We hit a low point on March 9th, 2009. We just hit an all time high point this week -- and it is a...

We now have a substantial amount in our retirement accounts, so our annual dividend payments are pretty substantial as well. But I'm having a hard time understanding how they really benefit us, given that the price of the shares adjust immediately to reflect the dividend. So on one of our...

My current employer-managed retirement accounts are with Fidelity, and with the nice increase in the market last week (that pushed us over some significant financial benchmarks -- yay!) I decided to play around with the Retirement Income Planner a bit and see how we were looking in terms of...

Our 8YO DS has been showing a strong interest in personal finance -- started this summer when we started playing money-related games (Payday, Monopoly, Life) together, and now he watches Suze Orman with me (LOOOVES the "Can I Afford It" section, especially when people get denied!) and is asking...

I started a new job this year, and one of the benefits is access to a Roth 403(b) plan, which I promptly signed up for, contributing the maximum. Now that the market is tanking I was thinking of going ahead and making a lowball estimate of what I can put in my regular Roth IRA account for 2008...

For a bunch of different reasons, DH and I are thinking that maybe he will take the kids somewhere outside of China for August 2008. Going back to stay with family in the US is the likely arrangement, but after reading the Perpetual Traveler thread it hit me that they could also potentially go...

My new employer offers the option of a Roth 403(b). This is great in terms of my US tax obligation, because I live/work overseas and most of my income is therefore not subject to US income tax due to the foreign earned income exclusion. However, I am going to have to pay income tax in my...

I have about $120k in a 403(b) started through my former employer. I have recently started a new job, and am trying to decide whether to move the funds over to the new retirement plan I will be starting at Fidelity. The new employer only allows us to make new contributions to target retirement...

I haven't used the check-writing feature on my ING Electric Orange account much, but did need to use it to pay an urgent bill a couple of days ago. This would have caused my balance to drop into a lower range in terms of the interest I will accumulate this month, so I quickly transferred the...

I am finally ready to tackle the task of possibly reallocating our retirement account assets -- I have had my head in the sand about this for eight years, more or less just coasting along and not really thinking strategically about it. Basic scenario is this: 1. DH is 49, I will soon be 39...

Looking for some perspective and objective input here. I have a little less than a month to go in my job -- my last day is May 15th. I gave notice unusually early due to a complicated set of circumstances. I still have work I can be doing, but have really been struggling with the emotional...

Hi Everybody, Got pointed here by some of my friends at Simple Living -- glad to have found this new community! I am a little less than a month away from my last day at my job. Not quite sure if I can say I am FI or RE-ing at this point, as our next step plans may involve some freelancing or...