One of my favorite personal finance tasks each month is to publish our monthly dividend income report. My wife and I have been building this passive income stream slowly for the past 10+ years. In that time, we have seen sustainable growth and have plans one day to use this income stream to cover 50% […]
Continue ReadingAt the end of every month, we publish an update to our net worth. These monthly net worth updates help us keep track of our assets such as – investments (stocks and bonds), cash, and even the value of our home. It also helps us track how we are paying down our debt every month […]
Continue ReadingNow that our income tax returns have been filed for 2018 (both federal and state), I wanted to share a brief follow up about our results. Almost exactly one year ago, I published an article called – How Tax Optimization Will Save Us Thousands of Dollars as Our Income Grows. In this article I shared […]
Continue ReadingOver the past several weeks, my wife and I have been starting to take over the finances of one of our parents. This parent has been widowed now for about 2 years … and has basically destroyed any type of financial estate planning that had been done by the couple in the past. Just in […]
Continue ReadingWhen it comes to tracking our personal finances, one of the hardest things to estimate is the value of our home. My wife and I know what we paid for our home just over 10 years ago. We also know the terms of our mortgage … 30 year fixed rate loan at 4.375%. But estimating […]
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