Financial Planning
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Net worth update: one year later

It’s Labor Day in the U.S., isn’t it ironic that I don’t get to work? I don’t see a lot of pregnant women hanging around the emergency room when I drove my R.N. wife to the hospital this morning either. Kidding aside, the holiday meant I have extra time to …

Financial Planning

Your household needs a year-end report

Along with rebalancing my portfolio, the other thing that I do with my finances before the year ends is updating my household’s end-of-year spreadsheet. It doesn’t have to be overly complex. Mine is very simple and can be done by anyone who is Excel savvy. I’ve been updating the Excel document …