Bert’s Fourth Quarter Finance and Life Goals

This quarter I want to try something different.  Sure, I set my annual goals back in December.  Those goals are the big goals that I want to make sure I can accomplish over the course of twelve mounts and  they are supposed to take time to complete (which they definitely are).  However, that doesn’t mean there aren’t a ton of other short-term goals that I want to accomplish along the way.  During the fourth quarter, I want to create some shorter term personal finance and life goals that I also want to complete over the next three months.  Some are large and some are small.   But all will have a meaningful impact if I can accomplish them.  

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Make Saving Part of Your Routine

Since our wedding, my wife and I have been talking about how excited we are for things to settle down.   She is also in grad school, which is occupying a lot of her time, but she is in the homestretch and final semester.   Why do I bring this up?   Because there are a lot of great saving habits or routine that take time.  When you are working full-time, planning a wedding, and in grad school like she is, time is at a premium.   However, despite the busy schedule, the two of us have committed to trying to making saving routine in one aspect…..grocery shopping.   In this article, I will walk you through why we want to establish a routine for saving on groceries and  how we have been practicing this routine over the last several weeks.

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Investing Lesson Learned: Always Have a Watch List Prepared

This week, I learned a valuable investing lesson that caused me to miss a great opportunity in the market.   Luckily, this lesson did not result in a realized loss like lessons in the past, so I can’t complain too much.  However, I did miss a golden opportunity to capitalize on Mr. Market taking a crazy turn (even more so than a few months ago).   What lesson did I learn and how will I apply it going forward?

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