Bert’s 3rd Quarter Goals Review

We are rounding third and heading home here.  Considering the Cleveland Indians clinched the AL Central Division title this week, I figured a baseball reference to start the article off was pretty appropriate.  Let’s see if they can capture some of the same postseason magic the Cavs had during their run in May/June.   At the end of each quarter, Lanny and I review our annual goals to monitor our progress towards hitting these marks.  If we are on pace…great.  If we are off track, well there is still time to make some adjustments despite the fact there are only three months remaining.  Time to dig and perform my third quarter goals review.


Continue reading

How I’ve Made Over $1,000 on Swagbucks!

The side hustle activity is on!  Each day, week and month, I track the income and expenses that are going in and out.  This also includes tracking the extra income that you receive, even from side hustle/free ways to bring in extra income on the side.  One of those fun activities that I add to my day have earned me well over $1,000.  It all comes down to using the internet in a better way to add value to what is currently needed in your life (saving, invest, etc..).  Find out how I have earned over $1,000 using a certain site : )  Continue reading

My Not-So-Glorious Cable & Internet Battle

Having cable is a hot topic in the personal finance community.  There is one camp that consists of people who have been able to cut the cord and slash their cable, ditching traditional cable, and subscribing to a streaming service like Netflix.   And the other camp, which I find myself in, have been unable to cut the cord because they like their traditional package and live sports too much!  Well, last month, my cable contract expired and my rates were set to jump.  I was torn in both directions and this was the closest I have ever come to cutting the cord.   I wanted to share this experience with all of you…check out my last battle with my cable and internet provider.


Continue reading

Banking Without Branches (3 Months Later) & A HUGE Life Lesson Learned

Woah, I can’t believe time has flown by this quickly.   It seems like just yesterday I was walking into my banks, closing my accounts, and requesting a cashier’s check with the remaining funds.   Why did I do this? My wife and I were looking to consolidate our finances after our wedding and wanted to experiment with using a bank without any physical branches in our area.   Ultimately, we selected Capital One as for this grand experiment.  That was three months ago, so I wanted to share the results of this experiment with all of you!  But wait, there is more.  Over the last three months, this experience and others has taught me a HUGE life lesson that I would like to share with all of you.


Continue reading

Lanny’s Recent Purchase – Target (TGT) and T. Rowe Price (TROW)

You have to love Mr. Market when the trend turns lower.  You have to be prepared, the artillery ready and the decisiveness to your actions.  I am so lucky that I was ready last week, especially on Monday the 12th, when the market plunged downward and I had been prepared to make a purchase or two.  Those two purchases happened to be Target (TGT) and T. Rowe Price (TROW).

Continue reading

Recent Buy – Cardinal Health, Inc. (CAH)

This week, I officially jumped back into the marketplace.  It feels like it has been a while and finding great stocks at a value has been difficult (which is part of the reason why Lanny’s portfolio has sky-rocketed over the last few months).   If you have been following the blog over the last few weeks or if you read the title to the article before clicking, the stock I purchased this week shouldn’t be a surprise.   Time to see where I allocated my capital this week.

Continue reading

Lanny’s September Stock Watch List

Fun time of the month!  I have spent my Sunday morning researching and finding stocks that I like, and heck – some may be the exact same from last month’s article.  What matters is that these are attractive, great dividend yielders, easy businesses to understand and are staple names to all!  I was very excited the market has took a turn over the last 30 days and have started to open up more value for us dividend investors.  Let’s see who is on my stock watch list!

Watch List Continue reading