2million's Personal Finance Blog

My Journey to Financial Freedom

November 4, 2013

October Net Worth Update (+$40,500)

Highlights for OctoberOur properties are listed on our balance sheet based on their cost basis, not current market value. We have done during the the real estate market highs and lows. I believe real estate is too illiquid to...
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November 5, 2013

Investment Performance October 2013 (+5.09%)

October 2013 Investment Report: October Highlights: October was another great month of paper gains in our portfolio (+5.09%). We continued to beat our VTI benchmark slightly (+4.77%). We made our regular monthly investments in our Roth IRAs, and had some...
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November 12, 2013

QE: The Good and the Not So Good

Here is a snapshot I took of my 401k YTD returns and my personal reflections: The Good: Holy Cow! That is amazing. Not only have we had a huge upswing in US stock indexes, my entire 401k portfolio is up...
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November 27, 2013

North Carolina 529 College Savings Plan Contributions No Longer Tax Deductible

For those that live in North Carolina like myself, there was a fairly quiet change pass by the NC general assembly this year that removes the state tax deductions for NC529 contributions effective January 1, 2014. For a married couple...
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