Comments on: How To Do a Mid-Year Financial Checkup – Things to Think About This Summer http://genxfinance.com/how-to-do-a-mid-year-financial-checkup-things-to-think-about-this-summer/ Helping a unique generation achieve financial independence. Fri, 10 Feb 2012 01:03:00 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: conveyancing_solicitors http://genxfinance.com/how-to-do-a-mid-year-financial-checkup-things-to-think-about-this-summer/comment-page-1/#comment-120611 conveyancing_solicitors Mon, 15 Jun 2009 09:39:18 +0000 http://genxfinance.com/?p=1582#comment-120611 Amazing Work I like it so much. Amazing Work I like it so much.

]]> By: Neal Frankle http://genxfinance.com/how-to-do-a-mid-year-financial-checkup-things-to-think-about-this-summer/comment-page-1/#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/how-to-do-a-mid-year-financial-checkup-things-to-think-about-this-summer/comment-page-1/#comment-120535 Ken Wed, 10 Jun 2009 11:37:04 +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/how-to-do-a-mid-year-financial-checkup-things-to-think-about-this-summer/comment-page-1/#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/how-to-do-a-mid-year-financial-checkup-things-to-think-about-this-summer/comment-page-1/#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.

]]> By: Savings Accounts Girl http://genxfinance.com/how-to-do-a-mid-year-financial-checkup-things-to-think-about-this-summer/comment-page-1/#comment-120527 Savings Accounts Girl Tue, 09 Jun 2009 16:36:06 +0000 http://genxfinance.com/?p=1582#comment-120527 Great article, right now is a great time to reevaluate goals and priorities - especially when it comes to finances. I'm trying to save as much as a $1000 every month - this isn't a set amount and varies but hopefully come December I'll have a good chunk of cash saved up for a nice trip somewhere - so far the plan is going well. Opening an online savings account really helps. :) Great article, right now is a great time to reevaluate goals and priorities – especially when it comes to finances. I’m trying to save as much as a $1000 every month – this isn’t a set amount and varies but hopefully come December I’ll have a good chunk of cash saved up for a nice trip somewhere – so far the plan is going well.
Opening an online savings account really helps. :)

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