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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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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VerizonLogo

10 Years In The Verizon DRIP

Update: I’ve since transferred my Verizon DRIP shares out of Computershare and into TD Ameritrade. Click here to read about the transfer process. Instead of opening new DRIPs, I prefer a more flexible platform called M1 Finance. M1 Finance gives you all the benefits of dollar cost averaging and fractional shares but at a lower […]

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A Lending Club Filter For Solid Returns

After using LendingRobot for automated purchases for a while instead of this Lending Club Filter, I’m back to selecting notes manually and this filter again. Read about my latest Lending Club investing returns here.  On May 2nd, 2013, Google bought a stake in Lending Club at a $1.55 billion valuation. This headline was the first time I […]

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College costs skyrocket

The Best 529 Plan For My Daughter Is Not As Perfect As She Is

I recently opened a new 529 account for my daughter’s college savings.  After a lot of thought, and without much fanfare, I have decided to use the Virginia 529 inVest Plan, the same plan I use for my son. From my research, it’s the best 529 plan available for our family. I have written an […]

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Patience Pays – 16 Years of Buying and Holding Coca-Cola

As of late 2017, I still hold all of my Coca-Cola shares in the Coca-Cola DRIP. However, I’m no longer reinvesting the dividends. In addition, I do not start any new DRIPs these days. I prefer a more modern online broker called M1 Finance that gives you the power of dollar cost averaging and fractional […]

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