Archive for September 2010
My Medium Term Goals: Boomer
My goals for the next five years or so are pretty straightforward. I’m basically setting myself up for retirement, but I still have some major decisions to make.
Read MoreMy Medium Term Goals: Echo
So from building a new house, to maximizing our investment accounts, growing our net worth, and the possibility of a new addition to our family…here are some of my medium term goals:
Read MoreStart Where You Are
Every year, sometime in January, I calculate my Personal Net Worth. I gather together all my account and investment statements for the periods ending December 31 of the previous year. I have a spreadsheet set up that compares year-to-year.
Read MoreRe: Student House (ING)
Now this is a great idea for parents who have children moving away from home to attend University. Purchase a house and have your child act as the landlord, managing the bills, finding tenants, collecting rent, and keeping the house properly maintained…
Read MoreStudent House (ING)
It’s that time of year again when students are returning to school. Some will be leaving their parents nest and living on their own for the first time. My oldest son attended university in our own city so he lived at home, saving us a housing expense. However, my younger son decided to attend university in another city and, after tears and hugs, set up residence in the student housing in the first year…
Read MoreHow I Redeem My Air Miles Rewards
One of my goals this year is to maximize my rewards points. For years I have been a loyal Air Miles collector. I have always shopped at Safeway, filled up the car at Shell, and for one time purchases I generally went out of my way to purchase at an Air Miles sponsored business…
Read MoreFinancial Eggs In One Basket?
Should you keep all your accounts, loans and investments at one financial institution, or spread them around? When I worked for a bank, when I had a new customer referral – for a mortgage, say – the goal was to transfer in all of their financial accounts. The reasoning behind this was that it would be more difficult to leave the bank once everything was set in place, and it’s true…
Read MoreDividend Growth Investing
I am hooked on dividend growth investing. For those of you that are unfamiliar with this strategy, dividend growth investing is pretty simple; when they are value priced, purchase shares in companies that have a long history of paying increasing dividends…
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