Bert’s Recent Buy – Procter & Gamble (PG)

It didn’t take too much arm twisting by Lanny to convince me to add to my stake in Procter & Gamble (PG) this week, especially after he took the first step, backed up his talk, and purchased 10.1 additional shares of the company earlier in the month.  I have no shame in admitting that I followed his lead and purchased shares in the company because let’s be honest, it is a great company!  Time to summarize my purchase of PG this week.

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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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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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Is This Stock Market Begging Me to Pay Down My Student Loans?

Each day I watch the stock market in awe.  At 4 PM EST, I read a headline like “Stock Market Sets New Record” and when I log online in the morning I am reading an article about how the market is up in the pre-market once again.   By the end of the day, it is like de ja vu and I start the process all over again.  This market makes finding stocks the meet our stock screener difficult, how could it not?  Well, I have been thinking a lot about where I want to allocate my capital recently and what I want my next move to be.   After doing some research on various blogs, including some articles written by my fellow Diplomat, I find myself considering the option that the title of the article outlines.  Is now the time to accelerate the payments on my student loans?

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Lessons Learned About Setting Goals

It is that time of the year.  To me, December means finishing out the year strong, racing towards the finish line, and setting the table for a successful year going forward.  For the last few weeks, I have been thinking long and hard about my life, investing, and our blog goals.  What should I focus on?  Where should I be at this point next year?  Questions like these have racing through my mind and I am trying to process and make sense of them all.  I’ve been thinking a lot about the goals I have set from the prior year and trying to leverage them as much as possible, including both the successes and the shortcomings.  I thought it would be helpful for me, and hopefully some of you, to write down my thoughts and lessons learned over the last few years about setting goals.   Time to dive in.

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5 Easy Ways to Save During the Holiday Season

The holiday season is rapidly approach here! And you know what that means, a lot of gifts and a lot of swiping of your credit cards.  But just because the holiday season is here does not mean that you have to break the bank to enjoy it.  Heck, there are many ways to enjoy the holidays frugally and keep the expenses down as low as possible.  In this article, I wanted to share the five easy ways my wife and family keep our costs down and avoid unnecessary spending without sacrificing the spirit of the season.   Time to check them out!

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Bert’s November Dividend Income Summary

The crazy, turbulent month of November 2016 has finally come to a close.  But you know what November coming to a close means, right?  The best darn dividend month of the year is set to begin and I am as intrigued as every what December will have in store for us.   Before I begin looking too far forward, it is time to summarize the past month and the dividend income I earned.  How did I perform compared to November 2015 and was I able to achieve a higher year over year dividend growth rate compared to Lanny?  Time to find out!

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