Author Archives: Evan

Buying an Asset with a Mortgage or Debt Doesn’t Necessarily Change your Net Worth

I got into an interesting conversation with a commenter the other day on another blog and it made me realize that there are some people out there who don’t actually understand some of the basics of Personal Finance. I don’t talk about the basics to often on My Journey to Millions, because quite frankly, how

Early Extreme Retirement Loses Its Biggest Proponent

A little over a year ago I wrote about my problems with a personal finance trend commonly referred to as “Early Retirement Extreme.”  It still remains a pretty popular post with a few comments from the movement’s most popular proponent, Jacob Lund Fisker.  Within that post and the subsequent 50+ comments I laid out the

Calculating Possible Future Housing Expenses

The Wife and I have been giving serious thought to listing our house after the new year, and it was in the course of a recent discussion that The Wife told me she just wanted to know the “bottom line” in terms of future housing costs.  Her concern is that an upgrade to our current

Unequal Distribution to Heirs

I was working on an interesting estate planning case today and I thought I would get people’s opinion on the subject.  At the end of the day this client wants to leave his assets in an unequal distribution schedule to his three children wherein one of the children will receive the lion’s share of the

Regardless of Faith Is Sharia or Muslim Based Investing For You?

I recently read an interesting article on Shariah, or Islamic Law, based investing and I found it very interesting.  The article titled, “Profiting From Morality” was in November’s Issue of Investment Advisor Magazine.  Within the Article it mentioned one estimate that this niche has somewhere in the range of $900 to $1 trillion of assets

Dividend Investment Portfolio December 2011 Update

Dividend Investment Portfolio December 2011 Update

If you follow my blog you may remember that my original Perpetual Income Machine eventually morphed into my dividend investment portfolio.  Now every couple months I update those specific stocks which are on my “watch list” for the following months to come. While the stocks I am purchasing change every few months, I never sell