Category Archives: Goals

How to reach $1,000,000 in 15 years of Investing

Posted on by

one million dollars

Everyone want’s a million dollars, for the most part.  Some may even have – making $1,000,000 a goal of theirs on their lifetime to do list.  You haven’t been taught how to get there and your employer doesn’t really help you learn what you need to do to make, earn or generate a stock portfolio that is worth a million dollars.  Every think about what it could take to build $1,000,000 in 15 years of saving and investing?  What if I could show YOU that YOU can be a millionaire by following simple math and having dedication to the process? Continue reading →

New 2018 Goal – $7,200 Forward Dividend Income for My Taxable Account

Posted on by

Time for me to put it on paper.  I have to do this and it will force me to stay on target.  I did not come out with a goal article this year.  I wanted to keep it simple and knew I wanted to place around $45,000 into the market this year.  However, things happen during the year that altered, not the amount, but how I get there.  Early on, quite a bit would have been through tax-advantaged accounts, but due to an event this year, I don’t have that option (which I will explain).  Therefore, I am aiming to achieve $7,200 in forward dividend income by December 31, 2018 in my taxable account.

Person, Mountain Top, Achieve, Mountain
Continue reading →

Lanny’s Q1 Dividend Portfolio Update

Posted on by

Now that the first quarter is behind us, it’s time to check in on where I currently am at with my dividend portfolio.  I want to share the current state of my dividend portfolio, related to market value, forward-looking dividends, yield and yield on cost.  Additionally, I’ll describe the activities; such as, contributions, dividends received to date and the like.  I thought this may give a great snapshot of where I currently am, the progress into this year and if I like the trajectory for the year.  Time to check out the state of my portfolio!

Continue reading →

Lanny’s Final 2017 Goals Update

Posted on by

Wow… another year, down.  I know it’s cliche and that every day is just that, a day.  Whether it’s 365 of them or 450, but at least the calendar is there to check progress towards your goals.  I set goals last year in January, to blaze trails and do more what I’m passionate about.  12 months, 365 days, 8,760 hours (and you get the drift) have passed and it is that peaceful time to check in on the full check on my 2017 goals.  Time to dive right in.

Energie-Check-up-II1 Continue reading →

Bert’s Fourth Quarter Goals Review

Posted on by

Goals.  Man setting lofty and ambitious goals are so important to achieving success. I’m relatively new to the goal setting process and only started doing so just a couple of years ago.  At first, I only set annual goals; however,  after the third quarter, I took a new approach to setting goals.  I created a list of four life and finance goals to compliment my lofty annual goals.  The thought was I could focus on taking care of both little and big rocks during the quarter instead of focusing my attention solely on those lofty annual goals.  In this article, I plan on reviewing these four fourth quarter goals.  Let’s take a look at these goals and see how I performed.

Continue reading →

Benefits of Setting Lofty Goals

Posted on by

We all establish goals for next year around this time, through the mid-point in January, typically.  We are motivated, passionate and ready to blaze trails.  I LOVE IT!  I love the energy that a new year brings and the motivation that you get when you start thinking of everything you want to accomplish.  It’s lifting, refreshing and it’s new.  However, it’s also hard!  Of course, goals would not be goals if they were easy to attain.  Hard work is what it’s all about.  At the end of every year, I realize something new about my goals from that year, each time.  I am thankful as hell that I set my goals higher than ever, such as what I did for 2017.  I want to dive in the benefits of setting lofty goals and the impact the goal setting has on more than just yourself.

Silver and Gold Coins Continue reading →