cash flow

April 2013 Goals and Financial Update

05.03.2013
Personal Capital Asset Allocation check warning

April Highlights and Lowlights 2013 Financial Goals - Not much progress in April. I’m waiting for some pullback before adding money to baby RB40′s 529 account. Rebalance – I rebalanced our portfolio to be more conservative because I think we are due for a market correction soon. See more detaisl below. Rental Income is negative this month because we finally paid for the big drainage repair. Things are still not going well on this front. We need to complete an exterior paint job at the rental home this summer and it’s not going to be cheap. P2P income from Prosper is still below target [...]

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March 2013 Goals and Finance Update

04.03.2013
march 2013 cash flow goals and finance update

March Highlights and Lowlights 2013 Financial Goals: Not much progress in March. I’m waiting for some pullback before adding money to baby RB40′s 529 account. Let’s take a look at how we are doing on the year-long goals below. Generate $18,000 in passive income: In Q1, we generated $4,220 of passive income from peer to peer lending, rental properties, dividend and interest. We are a little behind our target, but not too far back. The 4 plex still needs more repairs and maintenance so I think Q2 will be a bit worse on that front. Generate $18,000 online: In Q1, [...]

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February 2013 Goals and Finance Update

03.06.2013
February 2013 goals and finance update cash flow

February Highlights and Lowlights 2013 Financial Goals: No progress in February. It’s a bit disappointing because we did so well in January by maxing out the IRA and setting up Mrs. RB40′s 401(k). 2013 Personal Goals: I tried several new beers in Feb. and met up with local bloggers for a drink. Hopefully I can do this on a monthly basis. I need to get out of the house once in a while. Problem with the rental home. The tenant gave me a bad check. After working with them a bit, it turned out that they can only pay half the [...]

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January Goals and Finance Update

02.04.2013
January cash flow

For 2013, I’m going with a new format for our monthly cash flow posts. I’ll keep it more generic up top and add more detail at the bottom for readers who are interested. It should be easier to read and you don’t have to go through all the numbers unless you are curious. January Highlights 2013 Financial Goals: Contributed $11,000 to both Roth IRA accounts. This was pretty easy because I sold off some stocks near the end of last year and earmarked $11,000 for the Roth IRAs. 2013 Financial Goals: Increased Mrs. RB40’s 401k. In January, Mrs. RB40 increased [...]

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