Month: October 2018

Deciding What To Do With An Old 401(k)

Deciding on 401(k) Plan

Earlier this year I changed jobs after being with my prior employer for over 16 years. Beyond the adjustment of that change at a personal level, there was also a financial decision to be made–and that was what to do with the 401(k) through my prior employer. Rather than cover the various options in detail …

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Tracking Monthly Stock Performance

Tracking Monthly Stock Performance

Is tinkering with spreadsheets considered a hobby? If it isn’t, it really should be. When I updated my dividend portfolio spreadsheet to track annual forward dividend income, I talked a little bit about my love of spreadsheets and noted that I would continue to tinker with how I was tracking different metrics. Identifying a Gap …

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Dividend Income Report :: September 2018

September 2018 Dividend Income Report

The crisp fall weather is starting to roll in and both the NCAA and NFL football seasons have begun–I love this time of year! To top things off we also have a quarter-ending month for our dividend portfolios, which for most in the DGI community tends to be their strongest months. I’m a bit of …

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