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Bert’s Final 2016 Goals Review

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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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Lessons Learned About Setting Goals

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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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Bert’s Q2 2016 Goals Review

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I know I said it in my June Dividend income article as well. But still….HOLY COW, I can’t believe the year is halfway over.  This quarter will always hold a special place in my heart though considering I got married in May.  Can’t believe that was a month ago too. WOW!  After the quarter is over, we like to take some time here and check up on our 2016 goals to check our progress and see if we need to make any necessary adjustments on the fly.   With six months remaining, there is still plenty of time to steer ourselves back onto the road if we have started wandering off.

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Bert’s Q1 2016 Goals Review

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The first quarter behind us.  Boy did the stock market take us on a quite a ride for the first quarter.  Plenty of stocks to consider/grab in the first part of the quarter and….well…the stock market has not stopped climbing for months.  Regardless of how Mr. Market performed, I wanted to take this opportunity to reflect on the first three months and see how I am progressing towards the 2016 goals that I set back in December.  It is still early on, so I can easily tweak where necessary!  Now, lets dive into my Q1 2016 goals review.

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Bert’s 2016 Goals

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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!goals

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