Wow — 2014 has come and gone fairly quick. We have roughly two months left of this roller coast of a year and to me that is reflection but also — looking forward. Typically between November 1st and end of December I meet with a few friends (you guys know who you are), where we establish life, financial and personal type goals. Goals such as traveling, improving your quality of life, portfolio of stocks, dividend income and other financial endeavors. This will be the first time that I will publicly discuss my 2015 year goals and see if I can make those happen with action beginning now, but theoretically – January 1, 2015. I will break down the 2015 year goals and show you what I can do to gear those up to the finish line by December 31, 2015. 
Continue reading
Tag Archives: Goals
Bert’s September Dividend Income & Portfolio Summary
September is a great month. Summer turns to fall, football returns, baseball teams battle for their chance to continue playing baseball in October, and most importantly, most companies pay a dividend! Let’s review my portfolio and dividend income received during September.
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.
Crushing $4,000 in Projected Dividend Income
I am on a mission here. It’s weird, we just transitioned our blog to a newly hosted domain site – this just helps solidify the goal myself and Bert are trying to attempt – Financial Freedom. I have started the year off with an initial dividend income projection goal of $3,200 and decided to not achieve it, but CRUSH it. What exactly am I doing to do this, where is my goal currently at and why?
Continue reading
Lanny’s August Income and Expense Summary
Well, I am sure you are all wondering… Did I hit the 60% savings goal? Did I hit the big mark that I set for myself last month when I was discussing why I am aiming to save 60% of my income? August had a lot of trial and tribulation, but a lot of positives came from the month. Let’s see what happened to my 60% goal for August. Continue reading
Lanny’s August Investment Report
Another month has passed and another month of results to analyze and look back on. Time to look at where I stand with my goals, to see if any “tweaking” needs to be performed and also – another month closer to Financial Freedom! Let’s see what August brought us.
Goal Accomplished! Crossing $1,750 Projected Dividend Income
2014 has been a crazy, unreal year for my portfolio. I have pushed myself to invest more capital than I was comfortable investing for the sake of reaching financial independence that much faster. When 2014 began, I was projected to earn only $750 in dividend income. My portfolio only had $17k invested in income producing assets with some major funds just sitting on the sidelines. When the calendar flipped, I initially set a projected dividend income of $1,500 and surpassed this total early in the year. I decided to increase this goal $250 and set a new target of $1,750. I can now proudly say I my projected annual dividend income is $1,752, surpassing my goal. So how did I do it?