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Procter & Gamble DRIP Investment Initiated

Looking for an automated way to track your investments and calculate your net worth? Forget spreadsheets. Check out Personal Capital. This tool has COMPLETELY CHANGED the way I handle my finances.    Update 06/16/2016: Received an email today indicating PG has left Computershare for Wells Fargo Shareowner Services and is raising fees. I find this […]

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Guate Bus

14 Months, 18 Countries, $10,000

In my mid-twenties, I quit my job to travel the world for 14 months. I visited 18 countries and spent about $10,000. A future lifestyle of frequent and extended travel in retirement, funded by investment income, is what motivates me to reach financial independence. This post is about how I was able to travel the […]

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BAC ATM

Bank of America Poised for Strong Dividend Growth

Last week, Bank of America (BAC) announced that it plans to increase its dividend from a quarterly payment of $0.01 to $0.05 starting in the second quarter of this year. This is its first increase since 2007. I wrote an exclusive article on the topic for Seeking Alpha which was published on Monday morning. Click here to […]

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will_ferrell

Retirement Strategy Revisited

Back in September 2013 when I started this blog, I wrote a short post about retirement strategy. It was my third post, and it listed out my basic retirement strategy while serving as an outline for what I’d write about on the blog. This post is an updated version digging deeper into my strategy. A […]

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Mar 15 2014 Inv Income Chart

Investment Income Update – March 15th 2014

The Investment Income page on my blog has been updated as of March 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 had a nice increase in investment income […]

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For Against Keys

Proxy Voting and The Worst Job I Ever Had

Prior to a company’s annual meeting, shareholders receive a package in the mail or via email. It contains an invitation and some documents known as proxy voting materials. The proxy voting package outlines upcoming proceedings that will take place at the annual meeting. Usually this includes voting on the Board of Directors, confirmation of the […]

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emerson_logo

Position Review: Year 5 of Owning Emerson Electric

As part of my retirement strategy, I maintain a dividend growth stock portfolio containing companies that boast a history of paying and increasing dividends. Companies that do this tend to have excellent management, wide economic moats, strong balance sheets and consistent earnings growth over time. The purpose of this portfolio is to provide reliable and […]

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Approaching $4000

Investment Income Update – Feb 15th 2014

The Investment Income page on my blog has been updated as of February 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. My day job is busy from December […]

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Senator William V. Roth, Jr.

Utilize the Roth IRA for Early Retirement

Are you interested in learning about using the Roth IRA for early retirement? Scroll down for more on opening a Roth IRA and to learn about the best IRA and net worth tracking too, Personal Capital (it’s 100% free!). Anyone seeking financial independence must understand how to utilize the Roth IRA for early retirement in the context […]

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Photo by RBD

The Elephant In My Portfolio

I once saw an elephant show in northern Thailand.  The animals paraded out from a holding area with their trainers, decorated and eager to entertain. They performed dog-like tricks, sitting, lying down and even fetching. The highlight for me was a pickup game of soccer where the elephants kicked the soccer balls into an over-sized […]

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Rental Plans

The Details of My Rental Property

Every month I update the Investment Income page to show how my passive income streams are fairing. Included is the amount of money I make on my rental property. In this post I’m going to give you some background and crunch the numbers to show you exactly how I calculate my cash flow. The property […]

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Aqua America Logo

Aqua America DRIP Investment Initiated

Update – Still buying $100 per month in the Aqua America DRIP. Check out my most recent Investment Income Update for the latest buys. Or click here to see my entire investment portfolio.  I’m now using Motif Investing instead of opening new DRIPs. Motif offers low fees for buying individual stocks. And you can create your […]

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Click to Enlarge

Investment Income Update – Jan 15th 2014

The Investment Income page on my blog has been updated as of January 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. It has been a busy month for […]

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Tax Time

The Tax Season Cometh

This is part one of a two part series on filing your 2013 US Federal tax return. Today’s post focuses on the complexity of the tax code and why you should e-file instead of paper file.  Part two will offer some tips for filing your taxes this year. The IRS  will start accepting tax returns […]

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RBD Sector Weight Chart 01.05.14

Sector Weighting – Developing a Game Plan

Update: I’m now using Personal Capital for complete asset allocation analysis, net worth calculation, sector weighting and retirement fee analysis. Personal Capital is a 100% free tool. Highly recommended. I have recently done some sector weighting analysis on my portfolio.  By evaluating my portfolio, I can see where I am overweight and underweight large sectors […]

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