Here we go again! Another rendition of establishing my goals for the upcoming year. As we remember, I cannot wait for the upcoming year of 2017. This has been a whirlwind of 365 days and very happy to close the books on the year. I am ready, today, now, this moment to take more control and to leap forward into the challenges that await, as well as the growth that I know these next 365 days will contain. 
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Stocks to Look Forward to in 2017
Now that 2016 is coming to an end, I am very excited to ring in the New Year, that’s for sure. Putting back up the Christmas Tree, cleaning out any items that are needing to be thrown away and creating more simpleness in my house had me thinking about the big stocks I’m looking forward to in 2017. There are many reasons why I am trying to look at things more from a “bigger picture” and refining/tightening/sharpening a focused strategy in 2017, as it relates to investing. The S&P 500 is up over 10% through Christmas and due diligence is going to be that much more “fun”.
Crushing $8,000 in Projected Dividend Income
December 2016. Almost 6 months after I posted about crushing over the $7,000 mark, I have now jumped over the next rung on the projected dividend income high jump bar. It couldn’t have come at a better time, when weeks are frustrating with traffic pile-ups from snow, working later hours for “the man” and the holiday season upon us. To say I didn’t think I was going to reach this goal would be a lie, I knew I would get here. I just knew it. Luck has quite a bit to do with it, but I had faith and confidence in the actions I was doing, that I would get to the new height. In this post I will share what I did to arch the back over the $8,000 in projected dividend income bar!
What it Feels Like Maximizing 401(k) and Health Savings Account (HSA) 4 Months Later
Now that we are entering December, it has been four full months at least since I have begun my maximization for tax-efficient investment vehicles. I have now been able to experience what it feels like to see my earned-cash be invested in the stock market on a bi-monthly basis, knowing where my end goal is. This article dawned on me when I updated my portfolio’s cost basis, share ownership and forward dividend income as I push through the last month. So what does it feel like and what have I learned from maximizing these investment accounts? Let’s find out!
Lanny’s November Dividend Income Summary
Hope everyone had a great Thanksgiving weekend! Not only does that mean that the Holiday season has started up, but it also means that November has wound down, with one more month left to go in 2016. The dividends are officially in and I’d like to share, compare and go over the results! Let me put my rake away, from the last fall of leaves, and bring out my November dividend income for the month.
Pay Down the Mortgage or Invest: Part II – Rising Interest Rates
Now that the year of 2016 is wrapping up and we are only around 4-5 weeks away until we ring in the new year, I have been deeply thinking about my extra-mortgage payment paydown strategy. Mortgage interest rates have been sky rocketing since the election, another element to showcase the rollercoaster ride that we are truly on. This has caused me to potentially make a tweak or two to my strategy that I have had in play for the last few years. Let’s see what I mean!
Thinning Down on a Bare Bones Budget
Lately I have been thinking of my income and expense, seeing what goes in and what goes out. I couldn’t help but start to think that there are two ways to increase your financial moat to reach financial freedom in a shorter fashion. Those two options are increasing your income and reducing your expense. Without speaking on behalf of increasing your income, what if you already had a bare bones budget in your mind? Are there ways of thinning down still? Are there hidden pockets that one can slim down on? Let’s see what I’m talking about.
