Author Archives: Evan

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 onContinue Reading

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 theContinue Reading

After 5 and a Half Years I Sold My Home and I Don’t Think I Made Any Money

I sold my home yesterday.  I don’t think the fact has really sunk in since I am not moving out until early next month, but it’s a pretty big deal!  The home is not like other homes as it is part of a public housing program to keep young professionals on Long Island.   The programContinue Reading

A Housing Sale and Purchase Update–We are Getting Close to a New Home!

I have been hesitant to providing my home sale and purchase since things seem to change daily and I am not sure what is noise and what is actual movement, but since I think my last update was in October I feel like people deserve an update.  If you want to go through the entireContinue Reading

December 2012 Net Worth Update

I have been tracking and sharing my net worth since the beginning of 2011.  Each month I come on here and provide my change in terms of month over month, year to date and since Jan 2011. Calculating my Net Worth My Assets My Cash Savings Accounts – For record keeping purposes I have frozeContinue Reading

Taxes on Dividend Income Could Rise as High as 43.4% After the Fiscal Cliff

The media has been inundated with the Fiscal Cliff recently, however, I am shocked how little attention the increase in taxes owed on qualified dividends has received.  As it stands today, dividend income could rise from 15% to as high as 43.4%!  Truth be told, I am pretty sure as this post gets buried inContinue Reading