About Me

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Interested in saving and investing for financial freedom. Mid to late career IT worker with 20+ years in the state retirement system seeking alternate income through dividend growth investments. Final goal is to pass it down to my children and that they do the same for their children-a continuing generational wealth transfer.

Friday, December 27, 2013

Year End Wrap-Up, Rebalancing and Review



This year has been a decent year for investments in the stock market. Most notably our yearly dividend income has gone from around $1500 to about $2210. This is an increase of $710 and if this rate is sustained for the next 4 years, I will have attained $5000 of yearly dividend income at age 55 - $1000 more than I had set as a goal last year at this time. The plan which was layed out is being executed and it is WORKING. Now it is a matter of continuing to execute the plan. Merry Christmas and Happy New Year - see you next year!