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Home > Thursday, July 13, 2017....1:00 p.m.

Thursday, July 13, 2017....1:00 p.m.

July 11th, 2017 at 05:58 pm

So...I am going to do something I have not done in almost 10 years. I am going to meet with my financial adviser.

For so long, be it out of shame, sadness, embarrassment or any number of self loathing reasons, I have hidden from personal finance. I have plugged along, minding my own business and simply stayed out of the fiscal limelight.

On July 1, 2017, thanks in part to this community, I started blogging and sharing and thinking and focusing to my current and future financial state. Thank you all!

Thursday at 1:00 p.m., I will be meeting with my adviser to discuss the following:

1. Earmark/transfer a court ordered amount of retirement to my ex wife;

2. Identify what to do with the balance of said retirement fund for my future;

3. Re-valuate my existing Roth IRA to ensure it is allocated appropriately based upon my desired risk;

4. Discuss the best move for the relatively high balance in my Cap One 360 MM Account after emergency reserves of course;

5. Discuss opening a Roth IRA for child #1 as she works PT year round

I may not accomplish all that I set out to accomplish and I may not like all the feedback I receive. However, I am taking another step towards preparing for retirement and making sure that even if I have a high spend month with nothing to show for it but some memories and books, my compass with continue to point north.

1 Responses to “Thursday, July 13, 2017....1:00 p.m.”

  1. My English Castle Says:

    It's good to know where you stand, so you can walk towards where you want to be.

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