My Current Savings

Posted August 22, 2006 by Chuck Posted in: Personal Finance

Taxable Accounts:
$8,357.82 - Liquid Savings - 5.05% APY HSBC Savings Account
$12,620.13 - Stocks - Misc. Direct Investments
$4,399.20 - Stocks - Ameritrade Izone
$689.67 - Stocks - Scottrade
$2,505.82 - Bonds - TreasuryDirect

$28,572.64 TOTAL

Retirement Savings:
$11,415.22 - ROTH IRA - Vanguard
$2,967.76 - ROTH IRA - Scottrade
$28,337.33 - 401K - T. Rowe Price

$42,720.31 TOTAL

Short term goals:
Just purchased a new home a few weeks ago and the liquid “emergency” fund has taken a hit. I would like to get that up over $10k before the end of September, but that may be a stretch. I would like to also have $4k available on January 1st to invest in my Vanguard ROTH IRA (the limit for 2007).





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