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Archive for March, 2014

redeemed another small mutual fund.

March 30th, 2014 at 06:37 pm

Last week, I decided to redeem 2 small mutual funds and 4 different stock holdings. So far, I have received the proceeds from the mutual funds. Since I have been in the hospital, I have decided to simplify my financial life because my husband is not "into" investing. If something were to happen to me, I want to leave things as simple as possible for him. I can't do it all at once, but this is a start.

I am going to take these funds and pay off some land that I have a mortgage on.
I have not kept very good track of the stock market or my non driving days, so I am adding $20 to my $20 challenge fund.

Prev. total $3983.00
today 20.00
new total $4003.00






















Vanguard check

March 29th, 2014 at 08:30 pm

We got a check from Vanguard today. It was due to a tax error in our favor. It will be added to the challenge money.

Prev. total $3866.00
today 117.00
new total $3983.00

Another small check

March 26th, 2014 at 09:19 pm

I got another small check in the mail today for $5. It was a dividend for a small mutual fund that I just closed. So far I have redeemed 4 stocks and 2 mutual funds, but I have only received a check from one of them.

Prev. total $3861.00
today 5.00
new total $3866.00

Another check in the mail

March 22nd, 2014 at 05:57 pm

I received another check in the mail today. This time from Tim Horton company, another company I am considering redeeming.

Prv. total $3819.00
today 42.00
new total $3861.00

This is added to the $20 challenge.

Wendy's check

March 21st, 2014 at 06:35 pm

I recieved a check from Wendy's today. I will add that to my challenge money.


Prev. total $3792.00
today 27.00
new total $3819.00

closing some accounts

March 18th, 2014 at 05:44 pm

I have a large number of mutual funds and stock holdings. Most of them do not have great sums of money in them. Just something I found interesting to do when I was in my 50's. Now, since I have been hospitalized, I have decided to close some of them. My husband is not into money managing and I can;t imagine leaving him with a mess to sort out.

Of course, I do not want to pay a lot of taxes on capital gains, so I will take it slowly. I sent off to close one mutual fund and two stocks yesterday. I will add the cash to our EF.
I also saved $11 at Ingles yesterday, which I will ad to my $20 challenge.

Prev. total $3781.00
today 11.00
new total $3792.00

singles

March 15th, 2014 at 05:06 pm

I just wanted to add some singles to my $20 challenge. I have not been keeping very good track of the stock market going up or my no driving days (no gas used), so I will just add all of my available singles.

Prev. total $3766.00
today 15.00
new total $3781.00

$65 rebate

March 13th, 2014 at 07:05 pm

I got a $65 rebate for paying a bill before the 10th os the month. As always, I will add it to my challenge money. I dropped off my taxes this morning and renewed my husband's N.C. license for building.

Prev. total $3701.00
today 65.00
new total $3766.00

Chase check

March 4th, 2014 at 05:51 pm

I got another rebate check from my Chase credit account. That is $60 more to add to the challenge.

Prev. total $3641.00
today 60.00
new total $3701.00

advantage card

March 3rd, 2014 at 04:39 pm

I have started back doing all the grocery shopping alone. Now that hubby is not along, I can save some money. I used my Ingles advantage card and saved $16 this week. That will be added to the challenge money.

Prev. total $$3625.00
today 16.00
new total $3641.00

Happy March

March 3rd, 2014 at 04:11 pm

It is finally March and I hope warm weather is on it's way. This is the coldest winter I can remember. I got $38 in interest from my C and S account, which I will add to my $20 challenge.

Prev. total $3577.00
today 38.00
new total $3625.00