RETIREMENT
RIA https://workplace.schwab.com/
ASR https://participant.empower-retirement.com/participant/#/login
RH https://participant.empower-retirement.com/participant/#/login
U of Az https://www.tiaa.org/public/
HSA Health Equity https://my.healthequity.com/ClientLogin.aspx
TOTAL = $833k (1/4/2024)
TOTAL = $874k (2/15/2024)
TOTAL = $900,174 (3/7/2024)
TOTAL = $915,686 (5/9/2024)
TOTAL = $942,160 (6/18/2024)
TOTAL = $1,010,700 (9/17/2024)
TOTAL = $1,060,841 (11/12/2024)
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purchased 5 shares of Revere WCIP at $10k/share -- check delivered to Barlow assistant 9/18/2023. ($50k) check cashed ...
REVERE CASH BALANCE PLAN
March 2024-2025 allocated $25,000
March 2025 increased allocation to $150,000/yr for next 3 years