August 2022 Dividend Income And Expenses

After a scary couple of months with some massive overspending, it's finally safe to say things are "getting back to normal" for the Tako family.  August was all about optimizing our lifestyle in our new home.  We started turning the screws, and...

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July 2022 Dividend Income And Expenses

After the long drive from Washington to Arizona, we started settling into our new home in July.  We've been here a little over 1 month!  The kids have now started school, and Mrs. Tako and I are starting to house hunt.  Overall, our move didn't...

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May & June 2022 Dividend Income And Expenses

Hello there!  Yes, it's been awhile since I've posted anything to this blog, but I'm not dead yet! Really! Behind the scenes A LOT has been going on the last few weeks!  First off, the Tako family moved 1500 miles from Washington state to Ari...

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April 2022 Dividend Income And Expenses

First off, I need to apologize for the lateness of this post -- it's already mid-May!  Sorry folks!  I'm running *a little* behind schedule on the blog these days.  Let's just say I've been a little distracted by this whole moving process.  Not...

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March 2022 Dividend Income And Expenses

Wow!  Has it been a month already since I last posted an update?  Don't worry, this blog isn't dead!  I've just been super busy!  While it might seem like nothing is happening on the surface, behind the scenes I've been working like an absolute...

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Two New Personal Finance Videos

To celebrate my new YouTube Channel’s one month anniversary, I posted two new videos this weekend. Enjoy! You may notice some new background art, which I purchased from the StolitronArtDesign Etsy store. FI Tax Guy can be your financial planner! ...

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January 2022 Dividend Income And Expenses

Is January over already?  Some months seem to pass by faster than others, and this January feels like it sped by at light speed.  Like most winter months, life was pretty quiet here in the Tako household.  We stayed indoors much of the time, av...

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What are Section 199A Dividends?

Did you receive a Form 1099-DIV which lists an amount in Box 5 “Section 199A dividends”? If so, you might be asking, what the heck are Section 199A dividends?  You probably never came across the term “Section 199A dividends” in high school algebra...

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Happy As A Clam

Are you "happy as a clam" with your stock returns in 2022?  If you have money invested in the U.S. stock market, it's probably hard to be happy at the moment.  Instead of the positive returns that we've come to expect in recent years, the stock...

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December 2021 Dividend Income And Expenses

December can be a difficult month.  On one hand it's the coldest, darkest, and (at least here in the Pacific Northwest) the wettest part of the year.  It can be rather depressing.  You also have a great number of "cultural holidays" packed into...

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2021 Year-End Net Worth Update

Happy New Year!  It's time again to do the final accounting for 2021 investment gains, and this is traditionally the one-time a year I look at our family's net worth. Why only once a year?  Looking at net worth is a lot like taking the tempe...

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November 2021 Dividend Income And Expenses

Has it been a month since I last posted already?  As you can tell dear readers, I've been posting a lot less frequently here at MrTakoEscapes.  The truth is, I just haven't been feeling the blogging 'groove' lately...

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October 2021 Dividend Income And Expenses

Ah, Fall!  It's that time of year when the weather turns chilly and damp, cold drinks get switched out for hot drinks (cocoa, tea, or coffee), and the leaves begin changing all sorts of beautiful colors...

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September 2021 Dividend Income And Expenses

Don't look now, but September is already done!  Where does the time go?  September was a very exceptional month on many fronts -- both financial and on my daily schedule. The most important change was that the kids started school again!  In ...

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August 2021 Dividend Income And Expenses

Summer always speeds by faster than I'd like.  It's a "blink and you'll miss it" kind of moment here in the Pacific Northwest.  Owing largely to our very short summers.  We really only get 3 months of good weather here a year -- June, July, and...

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The Epic Quest For Multi-Baggers

Compounding.  In a word, it's the "secret sauce" that makes wonderful things like retirement possible.  If you want to have enough money to retire someday, you really WANT to compound your money.  And there's no better investment to compound mo...

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July 2021 Dividend Income And Expenses

July is a month of abundance.  Mother nature provides an abundance of sunshine that produces wonderful fresh food, and families get to spend an abundance of time together on vacation. The Tako family enjoyed the abundance of life in July on ...

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June 2021 Dividend Income And Expenses

Has it really been two weeks since I last posted here?  Time flies when you're having fun I guess!  With the kids are out of school, and summer well underway, we've been on vacation for the past two weeks! Our most recent adventure took us t...

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