A 401k is a powerful tool for reaching financial independence. But there is a decision to make. Should we invest our 401ks using pre-tax dollars or using a Roth 401k? It’s kinda like betting on horses. [Read more…] about The 401k Race: How We Placed Our Bet
FI Progress
Progress Update 5: The Green is Back, HSAs & Dying Trees
Hello May! Happy to see you. Spring has FINALLY Sprung! With the beginning of the growing season upon us has our net worth began to grow again? After a couple down months let’s take a look:
[Read more…] about Progress Update 5: The Green is Back, HSAs & Dying Trees
The Great Financial Migration Part II
Back in March, we decided to bite the bullet and transfer our investments from Edward Jones to Vanguard. You can read Part I of this adventure HERE. At the time of that post, we had just initiated the transfers. I wanted to give an update on where things stand and what my thoughts are on the process. [Read more…] about The Great Financial Migration Part II
Progress Update 4: Backsliding, Caveats & Crazy Graphs
So, it’s April now. Just like that a quarter of the year gone. Dayum! It is still freezing cold here with snows still expected, so it sure doesn’t feel like April. If this weather won’t change soon, I’ll be mowing the grass in the snow. But enough about the weather… Let’s review the interesting month of March that was.
[Read more…] about Progress Update 4: Backsliding, Caveats & Crazy Graphs
The Great Financial Migration – Part 1
The big news around the Heartland on FIRE household this week is we’ve taken the plunge and decided to move all of our investment funds from Edward Jones over to Vanguard.
[Read more…] about The Great Financial Migration – Part 1
Progress Update 3
Happy March everyone! With a new month dawning, I want take a look back at February and update you all on our portfolio value and net worth.
You can always check the latest and greatest info on the Track Our Progress page.
So, how ’bout that February? [Read more…] about Progress Update 3