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April Dividend Income

After 37 years of clocking in and out of work and religiously saving at least 10% annually in my 401K every year, my countdown to financial independence is in sight. Each month is a step closer and let’s look at how this past month is getting me there. For the month of April I made…

March Dividend Income

After 37 years of clocking in and out of work and religiously saving at least 10% annually in my 401K every year, my countdown to financial independence is in sight. Each month is a step closer and let’s look at how this past month is getting me there. For the month of March I made…

Goodbye M1 Finance…Hello Fidelity

After 6 years of investing through M1 Finance I am rolling over my accounts into my existing Fidelity account. I originally opened the account in 2018 and at the time the advantages of pies, dollar cost averaging (DCA), free trading, fractional stocks, and a $10 minimum balance to invest outweighed the little issues I had…

February Dividend Income

After 37 years of clocking in and out of work and religiously saving at least 10% annually in my 401K every year, my countdown to financial independence is in sight. Each month is a step closer and let’s look at how this past month is getting me there. For the month of February I made…

NewRetirement Review

I am sitting here looking at a calendar with a date circled and my mind begins to fill with doubt.  Am I right?  Have I made a mistake? Did I miss something?  That circled day on the calendar is my expected retirement date and it is quickly approaching.  For the last 12 years I have…

January Dividend Income

After 37 years of clocking in and out of work and religiously saving at least 10% annually in my 401K every year, my countdown to financial independence is in sight. Each month is a step closer and let’s look at how this past month is getting me there. For the month of January I made…

December Dividend Income

After 37 years of clocking in and out of work and religiously saving at least 10% annually in my 401K every year, my countdown to financial independence is in sight. Each month is a step closer and let’s look at how this past month is getting me there. For the month of December I made…

November Dividend Income

After 35 years of clocking in and out of work and religiously saving at least 10% annually in my 401K every year, my countdown to financial independence is in sight. Each month is a step closer and let’s look at how this past month is getting me there. For the month of November I made…

Tax Brackets are Key to My Financial Planning

Every December I prep to update my financial plan and November is the month I start gathering all relative tax information that can impact my planning. With inflation as high as its been, the new tax bracket numbers are pretty nice. Starting off is next year’s IRAs & 401Ks which get a $500 boost but…

October Dividend Income

After 35 years of clocking in and out of work and religiously saving at least 10% annually in my 401K every year, my countdown to financial independence is in sight. Each month is a step closer and let’s look at how this past month is getting me there. For the month of October I made…

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