2017 Financial Goals – March Update

In my previous update, outlining our 2017 financial goals, I told you my wife and I decided a long time ago we needed some financial goals defined so we have a hope of realizing them.  Nothing has changed… Our money…
2017 Financial Goals

I recently read about a new report from CIBC that stated 48% of Canadians aren’t making debt repayments, bill payments or growing their portfolio a priority in 2017.  For this group, this could be true for a few reasons: These…
What are your investing goals?

Our investing goals are rather simple:  to use dividend income generated from our portfolio to cover most of life’s basic expenses. With that statement you might be wondering what I consider basic expenses… Here’s a list of expenses that our…
2016 Financial Goals – September update

Welcome to my third financial goals update for 2016. All plans remain nothing more than guesses.  However it’s the process of planning, making some educated guesses, monitoring how those guesses turn out and revisiting the outcomes to learn from them…
2016 Financial Goals – July Update

Welcome to my second financial goals update for 2016. I’ve always liked this napkin-drawing from Carl Richards because it’s very true. All plans in life are basically a set of assumptions.  This makes planning in our lives important for two…