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**Philip67** · 08-22-2022, 09:23 AM

The last step of the insurance switch was finalized a couple days ago when I completed the defensive/mature driver course and sent our certificates to the insurance agent.

Put in the I-bonds buy order today, scheduled to execute 5/23. Anyone wanting to buy in May, don't forget about the Memorial Day holiday --- think about putting the order in early next week.

Opened a new bank account to earn a bit more interest.

Discussed next steps with DH: 1) Looked at upcoming variable expenses (esp 2nd estimated tax payment due 6/15) and made sure we have enough in our primary bank account to cover them. 2) Some of his "stock trading fun money" is sitting in a MMF settlement account and we're going to look into whether he can invest that in a brokered CD. He's adamant that he won't buy any more stocks "ever" (he's the emotional investor in the family) but at least he's not panic-selling. 3) And we may cash out some joint taxable investments and move to a MYGA. We're just mulling that one over.

On it goes.

08-22-2022, 09:23 AM	#1
Philip67 Join Date Mar 2020 Posts 407 Senior Member	022 Personal Finance - What Action Steps Have You Taken? The last step of the insurance switch was finalized a couple days ago when I completed the defensive/mature driver course and sent our certificates to the insurance agent. Put in the I-bonds buy order today, scheduled to execute 5/23. Anyone wanting to buy in May, don't forget about the Memorial Day holiday --- think about putting the order in early next week. Opened a new bank account to earn a bit more interest. Discussed next steps with DH: 1) Looked at upcoming variable expenses (esp 2nd estimated tax payment due 6/15) and made sure we have enough in our primary bank account to cover them. 2) Some of his "stock trading fun money" is sitting in a MMF settlement account and we're going to look into whether he can invest that in a brokered CD. He's adamant that he won't buy any more stocks "ever" (he's the emotional investor in the family) but at least he's not panic-selling. 3) And we may cash out some joint taxable investments and move to a MYGA. We're just mulling that one over. On it goes.
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