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DH's 2012 retirement statement

September 3rd, 2012 at 03:40 pm

DH only gets a retirement statement once a year, so I usually end up estimating all year till we get the yearly statement. Happy to report my last estimate was $3760 short of what the actual balance was. Smile

2010 Balance $9,983.38
2011 Balance $13,322.37
2012 Balance $17,566.74

Posted in Retirement | 3 Comments »

3 Responses to “DH's 2012 retirement statement”

  1. Looking Forward Says:
    September 3rd, 2012 at 11:09 pm 1346713764
    1346713764

    I am suprised, there isn't anyway to check it online?

  2. Banker Gurl Says:
    September 4th, 2012 at 12:33 am 1346718815
    1346718815

    Yeah I think that is weird too....I have asked Dh several times if he is sure there is not a website and he says no...so for now have to wait for the statement.

  3. Petunia 100 Says:
    September 8th, 2012 at 05:24 pm 1347125047
    1347125047

    You could set up a portfolio on a site which tracks investments, such as Morningstar. Then you could at least follow the value of the investments he owned as of the last statement. You could also estimate the date new money is added so add the additional amounts into your tracking portfolio.

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