Liebster Award And More About This Blog

This weekend I was nominated for a Liebster Award. It’s not really an award, more of a way to get to know some newer blogs better. For a decent explanation about the origin of the award, check out this link. Liebster means “dearest” in German. Many thanks to a blog called Two Strange Cookies for the nomination! Jake […]

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What Can Go Wrong Buying Condo Rentals?

As I alluded to in my recent investment income update, my time and attention this past month was spent on a failed attempt to purchase a new rental property. Five days before closing, I walked away from the deal. All told I lost about $1,000 due to associated costs leading up to the purchase, but […]

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Investment Income Update – Aug 15th 2014

The Investment Income page on my blog has been updated as of August 15th 2014. This page outlines my portfolio of taxable investments and the income they generate on a yearly and average monthly basis. Also included is a chart with a historical look at my investment income since October 15th 2003. I track my investment […]

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Basic Technical Analysis for Dividend Investors

Does technical stock analysis deserve a place in a dividend investor’s tool belt? Yes, I think it does for adding insight to short-to-mid-term trends and pricing. But technical analysis should only play a secondary and supplemental role after exhaustive fundamental and qualitative analysis. Some dividend investors may steer clear of technical analysis entirely because it […]

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That’s The Way I Want To Go

Two men from very different places in my life passed away in recent years. Both died almost instantaneously and without any forewarning. Both died in the presence of their peers. One died in retirement. The other died while still working. Coworker One morning I learned that an hour before I arrived at work, a colleague […]

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Three New Stocks In My No-Fee Portfolio

In a recent post, I mentioned that I opened a no-fee Loyal3 account to buy stocks without any transaction costs. The companies available to invest in are familiar to most and have many faithful customers. Loyal3 targets fans of the brands who would otherwise be intimidated by a traditional broker. The companies pay the trading fees […]

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Diversifying with Multiple Streams of Income

Around my eighth birthday, my Mom took me to a bank to set up a passbook savings account for me. I used it to deposit birthday money I received from my Aunts. If you’ve never seen one, it’s sort of a ledger of your bank account printed in a book the size of a passport. […]

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Investment Income Update – July 15th 2014

The Investment Income page on my blog has been updated as of July 15th 2014. This page outlines my portfolio of taxable investments and the income they generate on a yearly and average monthly basis. Also included is a chart with a historical look at my investment income since October 15th 2003. I track my […]

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Eyes on the Upcoming Lending Club IPO

I have never invested in an initial public offering (IPO). Mostly because I am not wealthy enough to participate, given IPOs are usually only accessible to the Wall Street firms’ best (i.e. wealthiest) customers. I considered buying Facebook the day it went public, but I didn’t. IPOs don’t really fit into my retirement strategy of building […]

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Whooah, We’re Halfway There

Seems like yesterday my daughter was only three months old and I was putting together my list of financial goals for 2014. She’s nine months old now and I’ve never been busier in my life, mostly chasing kids around. Somehow I manage to get on the computer once a week to write about investing, personal […]

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The Holy Grail of Travel

When it comes to time, money and travel, people fall into one of four categories: Backpackers – Lots of time, but a finite amount of money Vacationers – Enough money, but not much time Broke People – No money for travel and very little time Financially Independent Travelers – All the time and money needed […]

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Investment Income Update – June 15th 2014

The Investment Income page on my blog has been updated as of June 15th 2014. This page outlines my portfolio of investments and the income they generate on a yearly and average monthly basis. Also included is a chart with a historical look at my investment income since October 15th 2003. I track my investment […]

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Now on Facebook… and Other Ways to Follow

This week I’m taking a much needed break from my job and writing. My family is at the beach exploring the boardwalk kiddie-lands, fishing, and hopefully relaxing a little (tough with two young kids). I’d like to take this opportunity to thank everyone who has visited my website, signed up for email updates, and followed […]

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Double Your Roth Savings With The Spousal IRA

My wife and I recently opened a Roth IRA with $5,500 under her name for 2013. We contributed the same amount for me in 2013 and will contribute the full amount to both of our Roth IRA’s in 2014 and every year going forward, as long as we don’t hit any income limits. She works […]

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Quarterly Lending Club Review – May 2014

Interested in the upcoming Lending Club IPO? Click here to read more about it. It’s been about three months since my last Lending Club Review and a full year since I opened my account, so it’s time to take another look at my portfolio performance. I’ll also discuss some new developments in peer-to-peer (P2P) lending, […]

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Transferring stock from Computershare to TD Ameritrade

Transferring Stock From Computershare to TD Ameritrade

Last week I made a simple move that increased my forward 12-month investment income (F12MII) by $12 per year. This move has other positive effects on my long-term goals because it helps to simplify my finances and taxes, and will further diversify my investing through pooling dividends to buy new stocks. I transferred all of […]

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