Author Archives: Evan

When’s the Last time You Reviewed your Beneficiaries?

It isn’t often discussed, but estate planning (or lack of estate planning) isn’t the only way assets pass to heirs.  A very common way an heir receives assets is pursuant to a beneficiary election or payable upon death contract.  Passing assets via a beneficiary status is not limited to just qualified retirement accounts and lifeContinue Reading

January 2014 Dividend Watch List Update

After my December 2013 Dividend Watchlist update I bought: 11 Shares of TGT for $691.27 with commissions Last month was the first time I ever sold, even a part, of a position that wasn’t due to a dividend cut (within this account obviously).  I am going to keep my eye out for anything else thatContinue Reading

Calculating The Math Behind Converting From Oil Heat to Gas Heat

When The Wife and I bought our home almost a year ago we knew that one of the first projects we wanted to do was converting from oil heat to gas heat.  I thought this project would be a few years out but after receiving my 2nd $400+ Bill in the month of December IContinue Reading

January 2014 Net Worth Update

I can’t believe it has been almost 3 years since I started tracking my net worth on my personal finance blog.  Every month I take a look at my assets and expenses, as well as, a quick look at my short term financial goals. My Short Term Financial Goals To keep myself focused I give myselfContinue Reading

My 2014 Goals and Objectives

For the past couple of years I have listed out my goals and objectives for the upcoming year.  One of my favorite things about running a personal finance blog is that I can actually go back, and see a glimpse of what was happening in my life at that time.  For example, my 2010 GoalsContinue Reading

How Did I do With my 2013 Goals and Objectives?

Every year I create Goals and Objectives for myself.  In January of 2013 my goals and objectives were split into a few different categories: Personal Life Professional Life Blogging World Online Income World Financial Goals How did I do with my Goals for My Personal Life 2013 is going to be a year of changeContinue Reading