Yearly Archives: 2010


2011 Goals and Objectives

I know myself, and for whatever reason the main way to keep myself motivated is to be accountable to anyone, but myself.  As I type and re-read that sentence it almost seems immature but the fact that I feel a need to come back here and confess to my failures keeps me motivated me not to fail.  That is why I have provided my goals and objectives for 2009 and again for 2010. These are not resolutions, but rather goals and the actionable steps I will follow to achieve those goals.  I equate the difference to saying I will lose 20lbs by [...]

By | 2013-09-26T15:00:13+00:00 December 31st, 2010|Personal Situation|32 Comments

What is a W-4? Updating My W-4

Anyone that has ever received a paycheck has noticed that the government takes a (massive) piece.  Your HR/Employer knows how much to withhold from each paycheck based partly on your W-4.  According to the IRS one would, Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay. Consider completing a new Form W-4 each year and when personal or financial situation changes. Specifically, the W-4 asks an employee calculates the number of Form W-4 allowances he or she will claim, based on his or her expected tax filing situation for the year. For each Form [...]

By | 2013-09-26T15:00:15+00:00 December 30th, 2010|Taxes|8 Comments

Updating My Dividend Portfolio For 2011

One of my favorite monetary accomplishments this year is creating a dividend portfolio.  When I created that portfolio my first step was to use the dividend aristocrat index, which is a basket of stocks “within the S&P 500 that have followed a policy of increasing dividends every year for at least 25 consecutive years.”  I updated the account earlier this year (around the 6 month mark), but  the aristocrat index is updated every December to drop or add those stocks which meet the criteria so I figured it would be a good time for Evan to update his perpetual income machine too! [...]

By | 2013-09-26T15:00:16+00:00 December 27th, 2010|Investments|39 Comments

Did I fail or Succeed in my 2010 Goals

As I sit here on Christmas Eve Morning puttering around the internet I figured what better time than now to see if I met my Goals and Objectives for 2010? I will write my goals and objectives for 2011 next week.  Re-Reading that post it seems like I had 4 main goals/objectives: Debt Liquid Savings/Investing Blog Personal Life /Multiple Streams of Income My Goals Concerning Debt in 2010 In January 2010, I highlighted my 4 main debts: $12,000ish Auto Loan 8% – 7 year amortization schedule $7,000 Law School Loan #1 – 5% 10 year amortization schedule $57,800 Law School Loan #2 [...]

By | 2013-09-26T15:00:17+00:00 December 24th, 2010|Personal Situation|19 Comments

Summary of Tax Changes for 2011

The end of the 2010 marked the sunset of certain tax cuts found in the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) and the Jobs and Growth Tax Relief Reconciliation Act of 2003 (JGTRRA ) commonly referred to as the Bush Tax Cuts.   Well, last week was as crazy of a week as you get in the tax world.  The recently enacted Unemployment Insurance Reauthorization and Job Creation act of 2010 extends a lot of those provisions for the next 2 years.  This post highlights just some of those provisions. Unemployment Insurance Reauthorization and Job Creation Act of 2010 [...]

By | 2013-09-26T15:00:17+00:00 December 22nd, 2010|Taxes|17 Comments