Financial Goals
2024 Financial Goals Check-up
I’ve been blogging for nearly 15 years and one reason I keep things going here (admittedly more infrequently than I’d like) is that I thoroughly enjoy looking back at old articles, especially when it comes to financial goals. In fact, one of my favourite posts of all time is a 2019 net worth update when…
Read MoreMy 2023 Financial Goals
It’s safe to say that 2022 did not go according to plan. On a macro level we had stubbornly high inflation, rapidly rising interest rates, and falling stock and bond prices. Personally, we managed to execute our revenge travel plans with a week in Maui, three-and-a-half weeks in Italy, three-and-a-half weeks in the U.K, and…
Read MoreMy Financial Goals For 2019
I’ve been thinking about next year for a long time and now that the 2018 calendar has turned to December I wanted to share my financial goals for 2019. Goal setting has been a major key to my financial success over the years. Publishing my goals here on this blog is a great way to…
Read MoreMy 2017 Financial Goals
I’m a bit of a money nerd. Not only do I blog about money but I also get excited about my year-end financial checklist and putting together a budget and financial goals for next year. I’ve used this blog as a way to set financial goals and hold myself accountable to achieve them. While…
Read MoreHow We Juggle Competing Financial Goals
If your thirties are (or were) anything like mine, it can be a juggling act to try and balance all of your competing financial goals. We can’t afford to make the maximum contributions to each of our RRSPs, TFSAs, and the kids’ RESPs – let alone top-up our mortgage payments and still have money left…
Read MoreFinancial Independence Update: Still On Track For Freedom 45
It’s been a while since we checked in on our financial freedom goals. Three years ago I had the audacity to say that I’d be financially free by 40. Then a few unplanned expenses came up, reality set-in, and I pushed findependence back five years to age 45. Here we are today, a week from…
Read MoreDon’t Forget To Manage Medium-Term Goals
“My daughter is getting married – the stock market is down and I need to sell some stocks to pay for the wedding.” Hold on a minute here! You had to have some idea that this was an expense looming in the not-too-distant future. Similarly, when the stock market is on an upward tear, you…
Read MoreManaging Multiple Financial Goals
Looking at your finances and trying to figure out how to deal with multiple goals can be frustrating. We want it all – who doesn’t? But for most of us it’s not that easy. Which goals do you save towards first, second, and so on? How do you prioritize retirement savings, children’s education, a new…
Read More16 Financial Habits For A Prosperous New Year
A Fidelity Investments study discovered that setting specific financial goals does help get your fiscal house in order. 56% of those surveyed said their finances had improved, a much better result than most New Year’s resolutions. Give yourself a financial checkup and see where you can improve your saving and spending habits. Here are 16…
Read MoreA Smart Way To Define Your Financial Planning Goals
When people think of “financial planning” their thoughts turn to how to manage their cash flow, pay off debts, save for retirement, or how to build a diversified portfolio. However, while these areas can be components of a financial plan, the most important part is knowing what your goals are. Surprisingly, very few people have…
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