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Heartland on FIRE

Blazing a Trail Towards Financial Independence

Blazing a Trail Towards Financial Independence

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Edward Jones

Progress Update 6: 529 Shuffling and Crazy Tenants

June 1, 2018 by Mr. Heartland on FIRE

Welp, it seems like Spring lasted about 2 days.  In last month’s post Spring was just arriving, now we’ve gone straight to Summer in no time flat.  It’s time for the monthly net worth update.  Did our net worth number grow as fast in May as Spring changed to Summer?

[Read more…] about Progress Update 6: 529 Shuffling and Crazy Tenants

Filed Under: FI Progress, Retirement, Savings Tagged With: Car Payment, Edward Jones, FI progress, Financial Independence, Net Worth, Portfolio Growth, Rental Property, Vanguard

Progress Update 5: The Green is Back, HSAs & Dying Trees

May 4, 2018 by Mr. Heartland on FIRE

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

Filed Under: FI Progress, Retirement, Savings Tagged With: Edward Jones, FI progress, Financial Independence, Horned Oak Galls, HSA, Investment Returns, Mad Fientist, Net Worth, Vanguard

The Great Financial Migration Part II

April 27, 2018 by Mr. Heartland on FIRE

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

Filed Under: FI Progress, Retirement, Savings Tagged With: Edward Jones, Expense Ratio, Financial Independence, how long until retirement, Long term impact of investment fees, Portfolio Growth

Progress Update 4: Backsliding, Caveats & Crazy Graphs

April 6, 2018 by Mr. Heartland on FIRE

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

Filed Under: FI Progress Tagged With: Apathy Ends, buying a new car, Edward Jones, financial indpendence, Life Insurance, Net Worth, stock market performance, Vanguard

The Great Financial Migration – Part 1

March 23, 2018 by Mr. Heartland on FIRE

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

Filed Under: FI Progress, Retirement Tagged With: active vs passive fund management, benjamin graham, Edward Jones, Edward Jones Vs. Vanguard, financial advisor, financial advisor feess, index funds, j.l. collins, john bogle, Vanguard

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