Tag Archives: Investments

The Big Scratch – June 2017 Net Worth Report

We just returned from an annual trip to Oklahoma. Every summer, Mr. TJL and Little Miss go to Oklahoma to find metal for the art business. They scour scrap yards, metal yards, antique and thrift stores, appliance stores; pretty much … Continue reading

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To Build or not to Build: Adding an ADU to our Property Portfolio

I have been mightily distracted for the last month, so this blog has received about 1/4 of my usual attention. In times like these, I try to keep up with The Ledger and Big Scratch but the meatier posts get … Continue reading

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The Big Scratch – May 2017 Net Worth Report

We haven’t had a bad month yet. Our net worth continues to rise. We can thank Mr. Stock Market for that of course, but we also have to give ourselves a big high-five for maintaining a high savings rate each … Continue reading

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The Big Scratch – April 2017 Net Worth Report

Well that was anti-climactic. After months of market growth, March was rather flat. Regardless, we remained above the $700,000 barrier in net worth! Most of the gain was due to investment contributions. In addition to our “normal” and automated savings, … Continue reading

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The Big Scratch – March 2017 Net Worth Report

This trend just keeps going up, up, up! This month we broke the $700,000 barrier in net worth! Since I can’t eat or drink my house, I realize my spending money is far less, but even our investment income isn’t … Continue reading

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Filling Buckets on the road to Financial Independence

“You should structure your finances so that you can leave work at the earliest possibility” – Mr. 1500   The accumulation phase is full of assumptions. Will I get a raise each year? Will I get a bonus? Will any … Continue reading

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The Ledger – The IRA Snafu and February 2017 expense reports

Well, I am feeling pretty stupid. While developing my financial plan late last year, I had decided to contribute $5,500 to each of Mr. TJL’s Roth and Traditional IRA accounts. Turns out you can’t.

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The Big Scratch – Dow Jones reaches 20,000! – February 2017 Net Worth Report

The Dow Jones hit 20,ooo last month! Considering the current political climate, I am very wary about this milestone. Whereas the stock market seemed to be reacting to the Fed over the last couple of years, now it seems the … Continue reading

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The Ledger – The Case of the Sad Bottom Line – January 2017 expense reports

January was far more expensive than planned. The main culprits; Costco, vacation expenses and tree removal costs.

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The Big Scratch – Indulgence and January 2017 Net Worth Report

Despite being rather indulgent with luxurious vacations and collectible cars, we finished the year strong with a net worth increase of $208,884! How was this possible with an income of $151,000 ? Let’s break it down:  

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