My Current Savings
Posted August 22, 2006 by Chuck
Posted in: 
Personal Finance
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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