Comments on: How To Do a Mid-Year Financial Checkup – Things to Think About This Summer http://genxfinance.com/2009/06/09/how-to-do-a-mid-year-financial-checkup-things-to-think-about-this-summer/ Helping a unique generation achieve financial independence. Mon, 15 Mar 2010 13:09:53 +0000 http://wordpress.org/?v=2.9.1 hourly 1 By: Friday Finance Findings for July 10th : Generation X Finance http://genxfinance.com/2009/06/09/how-to-do-a-mid-year-financial-checkup-things-to-think-about-this-summer/#comment-121006 Friday Finance Findings for July 10th : Generation X Finance Fri, 10 Jul 2009 13:36:23 +0000 http://genxfinance.com/?p=1582#comment-121006 [...] It’s amazing just how fast time flies. If you haven’t already, I urge you to do your mid-year financial checkup. Sure, we still have another 6 months to go in 2009, taxes aren’t due for an eternity, and it [...] [...] It’s amazing just how fast time flies. If you haven’t already, I urge you to do your mid-year financial checkup. Sure, we still have another 6 months to go in 2009, taxes aren’t due for an eternity, and it [...]

]]> By: Weekend Reading: "All Blacks" Haka Edition | Man Vs. Debt http://genxfinance.com/2009/06/09/how-to-do-a-mid-year-financial-checkup-things-to-think-about-this-summer/#comment-120708 Weekend Reading: "All Blacks" Haka Edition | Man Vs. Debt Fri, 19 Jun 2009 11:57:09 +0000 http://genxfinance.com/?p=1582#comment-120708 [...] over at Generation X Finance posted How To Do a Mid-Year Financial Checkup - Things to think about this summer.  We were able to do a great review of our finances and accounts before leaving a couple weeks ago [...] [...] over at Generation X Finance posted How To Do a Mid-Year Financial Checkup – Things to think about this summer.  We were able to do a great review of our finances and accounts before leaving a couple weeks ago [...]

]]> By: conveyancing_solicitors http://genxfinance.com/2009/06/09/how-to-do-a-mid-year-financial-checkup-things-to-think-about-this-summer/#comment-120611 conveyancing_solicitors Mon, 15 Jun 2009 10:39:18 +0000 http://genxfinance.com/?p=1582#comment-120611 Amazing Work I like it so much. Amazing Work I like it so much.

]]> By: “Daddy Dates” Will Rescue Your Budget http://genxfinance.com/2009/06/09/how-to-do-a-mid-year-financial-checkup-things-to-think-about-this-summer/#comment-120604 “Daddy Dates” Will Rescue Your Budget Mon, 15 Jun 2009 03:38:58 +0000 http://genxfinance.com/?p=1582#comment-120604 [...] X explains how to do a mid-year financial check up.  Nice work.  [...] [...] X explains how to do a mid-year financial check up.  Nice work.  [...]

]]> By: QuickHits: More Pics from Ireland | Prime Time Money http://genxfinance.com/2009/06/09/how-to-do-a-mid-year-financial-checkup-things-to-think-about-this-summer/#comment-120601 QuickHits: More Pics from Ireland | Prime Time Money Sun, 14 Jun 2009 14:31:47 +0000 http://genxfinance.com/?p=1582#comment-120601 [...] How to do a Mid-Year Financial Check-Up at Gen X Finance [...] [...] How to do a Mid-Year Financial Check-Up at Gen X Finance [...]

]]> By: One Million Dollars Down The Drain http://genxfinance.com/2009/06/09/how-to-do-a-mid-year-financial-checkup-things-to-think-about-this-summer/#comment-120557 One Million Dollars Down The Drain Thu, 11 Jun 2009 05:00:06 +0000 http://genxfinance.com/?p=1582#comment-120557 [...] Generation X Finance: How To Do a Mid-Year Financial Checkup - Things to Think About This Summer [...] [...] Generation X Finance: How To Do a Mid-Year Financial Checkup – Things to Think About This Summer [...]

]]> By: Neal Frankle http://genxfinance.com/2009/06/09/how-to-do-a-mid-year-financial-checkup-things-to-think-about-this-summer/#comment-120537 Neal Frankle Wed, 10 Jun 2009 14:02:17 +0000 http://genxfinance.com/?p=1582#comment-120537 I'm always amazed at how comprehensive your posts are. WOW.... This is a check list that all of us should use. Thanks I’m always amazed at how comprehensive your posts are.

WOW….

This is a check list that all of us should use. Thanks

]]> By: Ken http://genxfinance.com/2009/06/09/how-to-do-a-mid-year-financial-checkup-things-to-think-about-this-summer/#comment-120535 Ken Wed, 10 Jun 2009 12:37:04 +0000 http://genxfinance.com/?p=1582#comment-120535 Christmas does happen the same time every year. It's a simple fact but yet so few prepare for this event ahead of time. Christmas does happen the same time every year. It’s a simple fact but yet so few prepare for this event ahead of time.

]]> By: Andy http://genxfinance.com/2009/06/09/how-to-do-a-mid-year-financial-checkup-things-to-think-about-this-summer/#comment-120531 Andy Tue, 09 Jun 2009 19:40:55 +0000 http://genxfinance.com/?p=1582#comment-120531 Jeremy, This is a great post! I really liked the rebalancing theory discussion, as it is something I'm starting to work with in my own portfolio. You say you use threshold, and I like the theory, but do you have any rules of thumb for percentages. For example, I am in my mid twenties and currently about 85/15 stocks/bonds, which means a change of 10% up or down is a fairly large swing. My question is, would your threshold change dependent on your allocation percentages? Or is it arbitrary? Jeremy,

This is a great post! I really liked the rebalancing theory discussion, as it is something I’m starting to work with in my own portfolio. You say you use threshold, and I like the theory, but do you have any rules of thumb for percentages. For example, I am in my mid twenties and currently about 85/15 stocks/bonds, which means a change of 10% up or down is a fairly large swing. My question is, would your threshold change dependent on your allocation percentages? Or is it arbitrary?

]]> By: 2008 Taxes http://genxfinance.com/2009/06/09/how-to-do-a-mid-year-financial-checkup-things-to-think-about-this-summer/#comment-120530 2008 Taxes Tue, 09 Jun 2009 19:19:32 +0000 http://genxfinance.com/?p=1582#comment-120530 Very good advice. I have in the past copied my Turbo Tax return file and then modified a copy to represent the changes that have occurred personally in the current year. The result will not be perfect due to changes from one year to the next, but it gives me an ideal. Very good advice. I have in the past copied my Turbo Tax return file and then modified a copy to represent the changes that have occurred personally in the current year. The result will not be perfect due to changes from one year to the next, but it gives me an ideal.

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