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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Transferring stock from Computershare to TD Ameritrade

Transferring Stock From Computershare to TD Ameritrade

  Note: This same process holds true among other brokerages. For transferring shares to M1 Finance, the no-fee online broker for long-term investors, contact the transfer department in the FAQs for concierge service. M1 Finance is now 100% free.  Read my M1 Finance Review here.  I recently made a simple move that increased my passive […]

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1973 Cable TVGuide Square

Bye Bye Cable TV

During a long drive over the Christmas holiday, my wife and I discussed ways to simplify our lives, become more productive and save more money. In my 2014 goals post, I mentioned ways we’d simplify our financial lives, but I left out this particular money and time saving action item. We really enjoy shows on […]

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P & G Logo

Procter & Gamble DRIP – Still A Smart Invetment?

Update 06/16/2016: I received an email indicating PG has left Computershare for Wells Fargo Shareowner Services and is raising fees. I find this disappointing as we’ll need new accounts at WF. Because of the fees I no longer recommend the Procter & Gamble DRIP. Revolt Against Fees! For information on how to transfer shares out of a […]

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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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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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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? Anyone seeking financial independence must understand how to utilize the Roth IRA for early retirement in the context of their own retirement plan. Its usage will not be the same for everyone. Government incentives and laws consequently shape and complicate all of our […]

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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 M1 Finance instead of opening new DRIPs. It’s a more intuitive platform for beginner to intermediate investors. Highly recommended.  On January […]

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