Taxable Accounts:

$11,601.67 – Liquid Savings – 5.05% APY HSBC Savings Account
$13,842.66 – Stocks – Misc. Direct Investments
$5,422.28 – Stocks – Ameritrade Izone
$654.35 – Stocks – Scottrade
$2,568.17 – Stocks – Zecco
$2,554.00 – Bonds – TreasuryDirect

$36,643.07 TOTAL

Retirement Savings:

$13,700.38 – ROTH IRA – Vanguard
$2,207.45 – ROTH IRA – Scottrade
$36,134.23 – 401K – T. Rowe Price

$52,042.06 TOTAL

Debts

$3,509.70 – Student Loan – AES (3.625%)
$7,830.00 – Credit Card BT – Discover (0%)
$7,781.00 – Credit Card BT – Citi (0%)

Summary

Ah the after holiday financial blues. Credit card bill was about 2x as much as usual, but tis the season. I played a little 0% BT game as well to gain some extra interest on the credit card companies money so my emergency fund is still not really where it needs to be.

Monthly Goals

Property tax bill is due this month so I’m not sure how much savings I will be able to accomplish. Hold steady and hope for no major expenses.

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