Tuesday, December 13, 2011

Another Checkup Passed

This one was painless though....our annual financial checkup!  The main reason for our visit with our financial planner was to get Sean his 529 college fund and life insurance as well as make our lump sum payment to both of our Roth IRAs.

The joys of being adults and parents.  We now have three college funds, endless insurance policies on everyone and lots of different retirement funds.  Life can get complicated!  It's difficult to imagine retirement with three little guys running around, yet I look forward to the day it is quiet again and Josh and I can spend some time alone.

At least we passed with flying colors.  Our financial gave us the thumbs up.  We are way ahead of the game for a family our age, so at least that feels good.  Our little guys will be taken care of.  Of course they will be geniuses and get full academic and athletic scholarships, right?!

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