Archive | Investing

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Can I Retire at 55? – Three Retirement Calculators Shed Light

A retirement goal is meaningless without a plan to get there. As I get closer to my retirement age goal, I’m as interested in detailed projections as I am saving and investing strategies. All to ensure I can retire at 55.  Spreadsheets are fantastic tools to model financials and make pretty charts. I use custom […]

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How to Invest in Dividend Stocks – A Comprehensive Guide

Read on to learn more why M1 Finance is my favorite online broker for getting started with dividend investing. I started learning how to invest in dividend stocks in 1995 when my uncle gifted me one share of Chevron stock for my 20th birthday. Since then, I’ve built a portfolio of 50+ stocks in my […]

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The Best (Free) Deal for Aspiring Real Estate Investors Right Now 

I want to direct your attention to a great deal being offered right now by my friend and blogging ‘colleague’ Chad Carson of CoachCarson.com. Chad is a bona fide real estate expert. He learned about real estate investing the hard way, from bootstrapping in his early twenties to running a professional business today. While managing […]

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Masterworks Review: Marilyn Monroe in Your Investment Portfolio?

This Masterworks review was updated on 07/31/2019. Part of what I love about being a money blogger is learning about innovative startups and investment platforms. Last year, I came across one that was particularly interesting and mentioned it in a post about alternative investment ideas.  Today I’m digging deeper into Masterworks, an investment platform that […]

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RealtyMogul Review 2019 – Commercial Real Estate for Ordinary Investors

This RealtyMogul review was updated 07/22/2019. RealtyMogul is a Los Angeles-based real estate crowdfunding platform that connects individual investors to professionally managed commercial real estate deals on a modern investment platform.  The company offers non-traded real estate investment trusts (REITs), private investment offerings, and 1031 exchanges all under one roof. It’s suitable for both accredited […]

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Major Milestone: $12,000 Forward Passive Income

I’ve tracked how much forward passive income I earn from investments since I started investing in dividend stocks. I prefer this metric over performance against the market indexes because I’m not trying to beat the market with these funds. Dividend income is reliable and predictable. Based on the holdings in a dividend stock portfolio, you […]

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FIRE with Real Estate: Using Rentals & Leverage to Build Income Faster

The following is a guest post from Brian Davis at Spark Rental. Brian is a landlord, personal finance writer, and the co-founder of Spark Rental. Swing by his site for all kinds of free stuff to help landlords including a rental property calculator, and video courses on building passive income from rentals.  There’s also a […]

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10 Reasons Why I’m Selling My Condo Rental Property

A few months back, my tenants informed me they found a new rental to accommodate their growing family. After the news, I immediately started preparing to sell my condo rental property. I bought the unit as my first home in 2006. It’s a one-bedroom condo, not far outside of Washington D.C in northern Virginia. As […]

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My Retirement Asset Allocations and Improved Portfolio Page

To be more transparent about my overall investment strategy, I’ve redesigned my Portfolio page and will be explaining the changes in today’s blog post. It now includes the details of our retirement asset allocations, my dividend growth stock portfolio, the forward 12-month investment income (F12MII) chart, and a new financial independence progress chart.  I did […]

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How to Retire at Age 55 – An Interview with Fritz Gilbert of The Retirement Manifesto

Not long ago, a fellow retirement blogger retired at the age of 55. I have the same retirement goal! So when I read about his triumphant exit from corporate America, I thought, who better to interview about how to retire at age 55 than Fritz Gilbert of The Retirement Manifesto? Fritz spent 30+ years at […]

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Is Retirement Age the Wrong Goal?

I named this blog based on a goal I set back in 2002, to retire at age 55, one year before the age my Dad retired. The objective drives many of my financial decisions. It has all the markings of a SMART goal – specific, measurable, achievable, relevant, and time-bound. But now that I’m older […]

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Transferring Retirement Assets from Vanguard to Fidelity

I recently completed a six-figure transfer of retirement assets from Vanguard to Fidelity. The transfer is part of an account consolidation effort I put in motion last year to simplify our finances. The need to consolidate accounts became apparent when we started working on our family estate plan. We’re coming close to finally completing our […]

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Minimalism and Dividend Investing – Two Recent RBD Features Around the Web

A blog is a home base on the internet. My website gives me the freedom to share whatever’s on my mind, at any time, to most of the people on this planet.  But even though the internet enables bloggers to reach billions of people, most of us write to very small audiences. That’s OK. We […]

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6 Powerful (and Low-Risk) Financial Maneuvers that Put Extreme Frugality to Shame

Powerful financial maneuvers are meaningful decisions you make with your money and lifestyle that have a significant long-term impact on building wealth.  Too often, we focus on the little ways to save money. We used to be a coupon clipping couple before having kids. We had more time back then. Coupons influenced our shopping choices […]

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