Author Archives: Evan

Tax Changes for 2013–Fiscal Cliff Deal Finalized

CCH recently released a fantastic Tax Briefing on the legislation passed to avoid the tax die of the Fiscal Cliff.  There were some significant changes to the tax law, as well as avoidance of some terrible sunsets.  I think my personal opinion of the deal would be better suited for another post.  Below are some

2013 Goals and Objectives

Having just went over how I did with my 2012 goals and objectives it (and considering I am writing this post on 1/1/2013) it is time for my yearly goals and objectives post.  I create these posts mostly for myself to see what I accomplished over the year while providing myself with focus to prevent

How Did I Do With my 2012 Goals and Objectives?

One of the things I really like about this blog is that I am able to put my goals and objectives for the upcoming year and then unlike most people I can then take an actual look to see if I even came close to achieving those goals.  I have been doing this for a

Situations When A Retiree Should Own Life Insurance

Most personal finance bloggers or gurus would say that Retirees or near retirees no longer need insurance, however, like most personal finance advice when you start applying real life situations the hard and fast rule starts to crumble.  There are situations when retirees or near retirees should have life insurance and just like my view on

December 2012 Dividend Champion Watchlist Update

Every few months I like to update the watch list for my Dividend Investment Portfolio (last update was in October of 2012).  As explained in great detail below, I apply various metrics to the Dividend Champion List (defined below) to weed through the list to create a watchlist that I’ll buy lots of over the