Tag Archive: Investments

Updating My Dividend Income Investment Portfolio

Every two to three months I like to update my Dividend Investment Portfolio (or known around these parts as the article formally known as the Perpetual Income Machine) and since my last update was in December of 2011 I figured it was about time.  These posts are to provide myself with a “watch list” for…

The Worst Way to Invest in Real Estate

Have you ever thought about investing in real estate? Would you try to flip your houses, or would you start creating a passive income by renting it out? Personally, I love the idea of investing in real estate and earning my passive income through rent money, but there is a good way to go about…

You Have Absolutely No Patriotic Duty To Pay High Taxes

I don’t want to pay higher taxes then what the law mandates.  In fact a large part of my day is spent helping people plan for the Federal and State Estate Tax and I love my job.  I am not sure why I get so excited helping people plan to lower their tax bill.  If…

Most Readers Will Hate What I Did With Part of My Bonus

Every year, when I get my bonus I think about how I will split up the money. A couple years back I received less than what I expected and discussed what to do if you receive an unexpectedly low bonus while last year I discussed what I would do with my larger than average bonus,…

Differences Between Nontraded REITs and Exchange Traded REITs

Outside of investing a small percentage of my bi-weekly 401(k) contributions into a Real Estate Investment Trust (REIT) Fund, I have very little personal experience investing in these interesting vehicles, however, when I saw a FINRA Investor Alert I was curious what it had to say.  The FINRA Investor Alert was titled, “Public Non-Traded REITs…

Goals and Objectives for 2012

A couple of days ago I “graded” myself as to how I did for my 2011 Goals and Objectives and with only  a couple days left in 2011 it is about time to lay it on the line for what I expect for myself in 2012.  One of the main reasons I started this blog…