Now that Q1 is long and in the books and we are already more than 3 weeks into April – I thought it would be a great time to reflect on the last 3 months and see where I am in line with my goals. There are 9 months to go and I’m curious if I am seeing any sort of light at the end of this tunnel. Of course, doing a Q1 goals update, also means that another busy season (#5 for me) is in the books and the air becomes more apparent for me to breathe in – all of you accountants – you know what I’m talking about! I set lofty goals back in December of 2015 for my 2016 year and this first quarter has been a blur. With the blur – let’s see if I was able to make out anywhere to make progress.
Tag Archives: Goals
Dividend Diplomat’s 2016 Blog Goals
Now enter 2016 baby!!! I know this post is long overdue, but we did not want to rush our 2016 annual goals and get them down on paper. These goals will be hard for sure, but what is worth having something if you didn’t have to work hard for it? Almost as if bananas were already peeled and you had to just pick up and eat it… maybe an orange is a better correlation there, but nonetheless, we have extreme goals for our blog. This will mark the year where we cross our two year Dividend Diplomat anniversary and want to make the year very forward-moving. We have quite a few new ideas for posts, twists to our current postings, as well as just the overall jokes between the two of us – this will come to you… ALL YEAR… LONG. Yep, I know you are all excited for us two crazy CPAs trying to find the balance in our pursuit for financial freedom through dividend investing, as well as the bumps, turns, bruises and the occasional bad pasta sauce along the way. Enough of the shenanigans… on to The Dividend Diplomat 2016 Goals!
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Bert’s Final 2015 Goal Review
Over the last few weeks, we all have spent many hours preparing tough/challenging goals for the year ahead of us. Why not? It is fun and exciting to think about the future and map out where you want to be a year from now. Before I fully shift modes and focus on knocking out my 2016 goals one by one, I figured I should take a cold hard look at my 2015 goals and see how well (or poorly) I performed during the year. Even though it was not articulated as well as it could have been in my article, the results of 2015 were a major influence in setting the table in 2016. So now, let’s have a look at my final 2015 goal review and see where/how I can improve in 2016.

Lanny’s 2016 Goals
I love this time of the year. Time to sit down in a quiet space with no distractions going on and reflect on the year a bit and then prepare for the successes and even failures of 2016/the next year. 2015 has been an amazing year, big ups and big downs throughout this time period – but that’s how we learn, that’s what makes us stronger and it’s on the pursuit of being happy. Cannot wait for what the upcoming year has in store and obviously will try to make due on my goals that I am establishing for the upcoming 12 months. My 2016 goals are as follows:
Bert’s December Watch List
First of all, I want to take the time to wish everyone a Merry Christmas. Today is such a great day as you get to sit down with family, share stories, exchange gifts, and spend some time catching up with each other. Hopefully everyone is having a relaxing, special, day off. I know Lanny and I are. A few days ago, I published my 2016 goals article and I have been inspired over the last few days to find some great dividend growth stocks to add to my portfolio. After all is said in done, there have been two stocks recently that I keep coming back to and wanting to add to my position/initiate a position in my portfolio. Here is my December Watch List everyone!

Bert’s 2016 Goals
I can’t write this without smiling. 2016 is going to be an amazing, life-changing year for me and I cannot wait until the ball drops on New Year’s Eve to make it official. I’ll be marrying the love of my life at the end of May, so I don’t think there is a bad thing that can happen to me. Well, now I left myself with an impossible task. How on earth to I segue from that to discussing my 2015 investing goals? Nothing I do this year will mean more to mean than that. So I guess I will technically knock out one goal at the end of May? Anyway…. now I’ll get down to business. This article will discuss my 2016 goals!
Bert’s November Dividend Income Summary
So Lanny jumped the gun a little bit when he posted his November dividend income summary last week. Hey Lanny…news flash….November ended yesterday, not last week. Who knows, maybe he had too much turkey on Thanksgiving and forgot that the month wasn’t actually over. Now that November has officially come to a close and we enter the FINAL month of 2015, it is time to take a look at the dividends received in November and check my progress compared to the previous quarter and year. As a community, we have made amazing strides as evidence through our monthly summary of dividend income from around the community. So let’s see if we could keep the momentum rolling in November!
