Lanny’s Q1 2017 Goals Update

Spring time is in the air and  Easter has now been celebrated.  Busy season is over, the snow is melted and the NBA playoffs have started.  Baseball season is underway and the Cleveland Browns still have no idea what’s going on.  I set my goals earlier on and it’s time to check back in after a rough few months to see how I am doing.  Time to check in after 90 days of the pursuit of 2017’s goals, which is hopefully propelling and pushing 2018 soon-to-be goals to new levels.   Continue reading

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Milestones is part of being a Dividend Investor

Hello everyone!  Bert and I are staring at the finish line of our busy season right now, but we are still trying to pump out articles when we can.  What better things that get us pumped up then hitting milestones with our investing that we do.  We know how excited each and everyone one of us gets when we hit a new milestone.  However, I don’t think anyone has really stopped to think and has said – being a dividend investor brings a plentiful milestones along the way.  Check out what I’m talking about.

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Making the Most of Your “Lunch Hour” Each and Every Day

Today, one of my co-workers was talking about his CPA exam and how he has one left to go to become an official CPA.  Definitely a hard test, and thank goodness that’s long behind me.  However, he was planning on taking it at the end of May.  Even though we are in busy season, I stopped and asked, what?  Why won’t you just put the 15-20 hours per week for the next 3 weeks and take the last part?!  It dawned on him, after I laid it out – taking advantage of the one hour that you pound food, talk about the weekend with your boys and about what you’re going to do after work on Saturday, each and every afternoon gets you NO WHERE.  If you want to accomplish things that you complain that you don’t have enough time for – make it a priority and take advantage of time, including that “lunch” hour.  I don’t necessarily believe in a lunch-hour, I merely think of – you have a day – you are expected to accomplish work, objectives/deadlines, but definitely should take breaks throughout the day to do other things, etc.. but get your work done and in public accounting – be chargeable.  I digress…I then showed my co-worker this lunch hour can produce 5 hours, at least, per week of studying, not including an early morning and then weekend studying after work and on Sundays.  It finally hit him that accomplishing this goal is doable NOW instead of “maybe” LATER.  It made me want to write about how to make the most out of what we call the “Lunch Hour”.

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Lanny’s Final 2016 Goals Update

BOOM!  2016 is officially closed, the I’s have been dotted and the T’s are now crossed.  There has been a lot of progress, set backs and steps taken forward in order to achieve goals, have a balanced life and new experiences.  I set lofty goals back in December of 2015 for my 2016 year and with the year turning a page to 2017, this means it is now time to reflect on achieving or not hitting the goals established for the year.  Let’s see how I was able to perform.

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Bert’s Final 2016 Goals Review

Final dividend income totals have been tallied.  Final purchases were made (or not made).  Now that the ball dropped and the calendar turned, the book on 2016 is finally closed.  A few weeks ago, I published my 2017 investing and life goals so I can hit the ground running in 2017.  However, I can’t ignore the fact that I had 2016 goals to complete.  I performed quarterly updates to monitor my progress; so for one final time, I will publish my 2016 goals review.  Let’s see if I was able to meet my goals in 2016!

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Lanny’s Recent Stock Purchase – Procter & Gamble (PG)

Kicking off the year with a dividend aristocrat stock purchase!  What better name to buy than to have a stock purchase towards the brand that is in your cousins cupboard or bathroom, that is on your neighbor’s shelf or heck, a brand that you just brushed your teeth with using Crest!  I am talking about Procter & Gamble, based in Cincinnati, Ohio!  This isn’t the first time I have purchased them, but I am very excited that I was able to add this bolster-branded company to my dividend producing portfolio!  Check out the details below!

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Bert’s 2017 Goals

With 2016 coming to a close and New Years rapidly approaching, we are running out of time to publish our 2017 goals so that we can hit the ground running on January 1st and sprint towards the finish line.  If you haven’t noticed, the two of us have spent a lot of time thinking about taking the right approach to the goal setting process.  We are not aiming to cross a low bar here on this website.  Instead, we have taken months to find purpose driven goals that are challenging and are going to push us.  Will it be comfortable achieving all of these goals…no!  But is that really the point of the goal setting process?  We want to sweat, we want to force ourselves to scrape every dollar together….we want to feel the burn.  Man, I’m starting to sound like Lanny here.  After a month of brainstorming, number crunching, and debates, here they are, my five 2017 goals!

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