I keep a copy in PDF of my portfolio every quarter, and have a deeper dive at 12/31, but this also provides a blog’d example of where I stand, so I can always refer back on the site the historical position of my portfolio. As we have done in the prior year, this post will be a review and re-cap overall of my portfolio, the contributions, dividend going forward, dividend received, what I can analyze from the current position, etc.. It’s always fun to see what the year compiled into one snapshot of all of the hard work that goes into it. I am excited to see where it stands and what can be done going into this new year! Let’s dive on in. Continue reading
BOOM! 2016 is officially closed, the I’s have been dotted and the T’s are now crossed. There has been a lot of progress, set backs and steps taken forward in order to achieve goals, have a balanced life and new experiences. I set lofty goals back in December of 2015 for my 2016 year and with the year turning a page to 2017, this means it is now time to reflect on achieving or not hitting the goals established for the year. Let’s see how I was able to perform.
Now that we are entering December, it has been four full months at least since I have begun my maximization for tax-efficient investment vehicles. I have now been able to experience what it feels like to see my earned-cash be invested in the stock market on a bi-monthly basis, knowing where my end goal is. This article dawned on me when I updated my portfolio’s cost basis, share ownership and forward dividend income as I push through the last month. So what does it feel like and what have I learned from maximizing these investment accounts? Let’s find out!
Welcome back! After my first post, I am hoping things are heating up, especially due to over 12+ comments about strategy part one! I wanted a nice segway into this section, Part 2, on my trip to reduce taxes and invest MORE. This is possible everyone, VERY possible. The first portion of my strategy was to maximize my 401(k) with my employer, which will result, in this first year, a savings of OVER $5,000! However, as you guessed it, it does NOT end there.