Many moons ago (6/24/2014 to be exact) I was really into personal finance. I was writing 'A Girl and Her Money' posts on Wednesdays. Well, I'm really into personal finance still/again and it's Wednesday and I have money things to talk about.
In my last post I talked about how 'adulting' was my word for 2016, and one of the things I mentioned was rolling over a 401k into an IRA. I mentioned that if I didn't know how to do something like that, I would ask and figure it out. Technically I opened the IRA before the end of 2015, but that is neither here nor there. Turns out it is really easy. Pick a company. Call them. Tell them you want to open a roll over IRA account. Call your old retirement company. Tell them you wan to rollover your 401k. Tell them how to make out the check. Deposit check. DONE!
Last night, I received my check, and with the miracles of modern technology deposited that bad boy with my phone on my Fidelity app. (Fidelity isn't sponsoring this post, that is just the company I chose to go with.) It was super easy (once I got my hands to stop shaking....dang coffee) and this morning it was credited to my new IRA retirement account. Easy as pie!
By the way where did that statement 'easy as pie' come from? Have you made a pie? I wouldn't exactly call that easy.
So that is my financial check in for the beginning of the month! Now here are my goals for this month:
- 1. No food purchases at work
- I started a new job, and said new job has an AMAZING café. I was going to this cafeteria for breakfast, lunch, and afternoon snack almost every day. This translated to 66+ debit card transaction last month and a busted budget. No bueno.
- 2. Save $300
- This is automatically moved from checking to savings every pay day so I don’t even notice it is gone.
- 3. Gather all my tax information to file 2015 taxes, and school forms for Boomer
- 4. Record all transaction in YNAB and do my darnedest to STAY. ON. BUDGET.
I'll let you know on the 27th (last Wednesday of the month) how it went!
What are your goals, financial or otherwise, for this month?
Props! These are awesome goals and making your plan happen automatically makes it 200% easier to stick to! You are going to great in 2016 =D Looking forward to watching your progress.. and more twitter chats haha
i haven't bought food at work since 2012 and let me tell you, that saves a TON of money. actually, i rarely buy food out and it's incredible to take out $100 cash for the week and still see it there 3 weeks later.
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