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Category: Budgeting & Saving

Passive Income & Portfolio – January 2018 Update
Budgeting & Saving

Passive Income & Portfolio – January 2018 Update

Posted on February 5, 2018June 2, 2018 by BDMike

Some define passive income and portfolio income differently. For simplicity, I’m considering them one and the same – income NOT “earned” via a paycheck from…

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Passive Income & Portfolio – December 2017 Update
Budgeting & Saving

Passive Income & Portfolio – December 2017 Update

Posted on December 29, 2017June 2, 2018 by BDMike

Some define passive income and portfolio income differently. For simplicity, I’m considering them one and the same – income NOT “earned” via a paycheck from…

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Tax Reform & Your PFUI: Applying the 10 Heuristics
Budgeting & Saving

Tax Reform & Your PFUI: Applying the 10 Heuristics

Posted on December 21, 2017June 2, 2018 by BDMike

The US Congress passed arguably the largest and most significant overhaul of the US tax code in decades. The legislation is expected to be signed…

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Passive Income & Portfolio – November 2017 Update
Budgeting & Saving

Passive Income & Portfolio – November 2017 Update

Posted on December 5, 2017June 2, 2018 by BDMike

Some define passive income and portfolio income differently. For simplicity, I’m considering them one and the same – income NOT “earned” via a paycheck from…

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Just a Pet? Why We Spent $10,000 In 10 Days
Budgeting & Saving

Just a Pet? Why We Spent $10,000 In 10 Days

Posted on November 29, 2017December 5, 2018 by BDMike

In October 2015, I had a client in town for business for a few days. After-work drinks. Dinner. A baseball game. The usual semi-annual work…

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My name is Mike.  I share insights and considerations on how to build personal wealth in money and finance. Read More.

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