Bert’s Quarterly Goals Review – Q3 2015


Even after writing my September Dividend Income Summary, I still can’t believe that the third quarter of 2015 has come to a close.  Holy cow, where has all of the time gone?   Just like Lanny, I perform a quarterly goal review to track my progress so I can make any necessary adjustments before it is too late.   Let’s take a look at my progress through the first nine months of 2015!

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Bert’s Quarterly Goals Review – Q2 2015

My goodness, we are halfway through 2015 and man has it been a fun ride.  The second quarter was a lot of fun and I felt like the market presented some great opportunities for dividend investors to take advantage of, whether the market had a general pullback from fundamentals or due to the most-recent saga in the everlasting Greek saga.   With all the purchases we had, I moved that much closer to accomplishing my goals in 2015 and I closed the gap on some of my largest, most difficult goals.   Now that the quarter is over, I wanted to take some time to review my progress and see where I stand and if any adjustments need to be made before it is too late.


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Why Bert’s Aiming to Save 60% of His Income

About two months ago, Lanny wrote about why he aims to save 60% each month.  His article got me thinking about saving a large portion of my income and you know what, if his Italian self can do it – I can too!  See why I am now also aiming to save 60% of my income each month.

Save, saving

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