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Goals completed and in progress

August 15th, 2008 at 12:56 pm

I spent a few hours last night trying to reconcile a savings report to my savings account. Sometimes I HATE Quicken. The report said I had saved more money than I actually have in my savings account. I finally figured it out but what a waste of time. I'm seriously considering moving that money to ING so I can have an account for each savings category.

I did call my stockbroker yesterday where my IRA is held and inquired about converting my traditional IRA to a ROTH IRA. Turns out I would owe tons of money in taxes so needless to say, I won't be converting. I can mark that goal as completed.

I also am in the process of signing up my husband for his 401k, or rather a 403b. We have the paperwork, need to get it notarized (another unanticipated expense) and send it off. His net pay will be reduced by several hundred dollars so I will need to make adjustments to our budget.

I looked online at for deals to bundle my phone/cable/internet services but geez, they are so confusing. No wonder why I've been procrastinating about changing carriers.

2 Responses to “Goals completed and in progress”

  1. scfr Says:

    Sometimes banks will notarize things for you for free.

  2. little l Says:

    good to know...I'll ask when I take the kids to open their accounts.

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