I should have been writing all day, but instead spent the majority of today focusing on my finances. As I’ve mentioned a few times now, getting my money in order is one of my major goals for this year.
You would think for someone whose first word was “money” (true story), that I would have a better handle on the stuff. I don’t.
I’m sure I’m not the only one out there that is pretty sure they have a whole bunch of funds floating around, and no idea where they are and what to do with them. I made it my mission today to reign in my retirement funds. I’ve had a few jobs now that came complete with retirement benefits, benefits that I paid into, was vested in by the company, and then subsequently left said fiscally sound employer.
That money is still mine though, and I haven’t exactly been fostering its growth. So, today I opened a new IRA (Suzy Orman would be so proud), filled out oodles of packets of papers to roll my old retirement accounts over, and even put in an initial deposit to get this year off on the right foot. I also have an IRA that was set up for me when I was a child that I’m attempting to roll over as well. While I’m not necessarily a whiz at investing, I’m certainly not doing my money any favors by having it all over the place and forgetting all about it.
And to top it all off, I sorted my tax documents, itemized my expenses and charitable contributions, and made an appointment with my accountant for next Monday.
I’m feeling all sorts of grown up and responsible. Now if only I could stop spending $4 on a latte.
Well, no one’s perfect.
Do you consider yourself financially savvy? Or, are you like me? If my money is out of sight, it’s out of mind.
Egg white omelet with spinach, onions, mushrooms
Brown rice pasta with broccoli and shrimp
Salad with arugula, carrot, onion, cucumber, tomato, reduced-fat feta, grilled chicken, and Newman’s Own Light Lime dressing
Exercise: Spin class