Net Worth July ’17
SUMMARY: A big jump this month due to a milestone bonus for meeting certain targets at work and annual growth increases for two life insurance policies – July anniversary month. I use life insurance...
View ArticleThe Financial Art of Saying “Thank You”
Did you know that those who make it a point to practice saying ‘thank you’ also sleep better, exercise more, feel optimistic about Philadelphia sports teams, are less materialistic, more prone to be...
View ArticleNet Worth Aug ’17
SUMMARY: A slight modification in my New Worth schedule that resulted in a restatement for July, for comparability purposes. I added a “Lease Obligation” line in the liabilities section for my...
View ArticleYour Financial-Life Balance
THE BALANCING ACT It’s no secret that dialing into a balanced life is no easy feat. Sometimes you are completely unaware of how upside down things are until someone points it out, or an event happens...
View ArticlePaying off debt or saving: A guide to break out the dilemma
Today’s post is contributed by Amy Nickson, a passionate writer on finance. Amy is a professional blogger whom has started her own blog and also works as a contributor for the Oak View Law Group....
View ArticleInvestment Risk: When You Think You Know, You Don’t
KNOW THE RISKS Most of us are well aware that investing, of any kind, carries some degree of risk. When we invest our hard-earned dollars, we do so on the basis that the risks associated with the...
View ArticleNet Worth Sep ’17
SUMMARY: A slow and steady month, just how I like them. Main drivers were the month-end uptick in the markets and the life insurance cash value continues to build as expected. Decrease in operating...
View ArticleNot a Single Ab to Show for It
If I were any good with money, people looking to save a few bucks on a new mattress wouldn’t be the only ones visiting my blog. While I’m proud of my current financial situation, that wasn’t always the...
View ArticleNet Worth Oct ’17
SUMMARY: Market movements drove this month’s NW increase as well as focusing on paying off 50% of my credit card balance. Otherwise, it was a typical month of consistent savings and debt reduction....
View ArticleRoth-Lite: A Skeptic’s Strategy for Tax Reform
My former life as an auditor has left me with an ever-questioning and critical mind, especially when it comes to money. Though I tend to be a skeptic with a very analytical way of thinking, that...
View ArticleYear-End Financial Forecast
Having a formal, well-organized way of projecting next year’s business results is a very valuable skill. While this skill is great for the development of your career, it is also a cornerstone for...
View ArticleNet Worth Nov’17
SUMMARY: Another great month of disciplined saving, investing and debt reduction. However, the true hero was one that is completely out of my control – the market. The forecast for calendar year 2018...
View Article9 Loan Hacks That’ll Save You $$$ On Interest
Today’s post is contributed by Jamie, a freelance writer-for-hire with a passion for all things finance. Having written for a number of online and print publications, Jamie loves to share tips, tricks,...
View ArticleNet Worth Dec’17
SUMMARY: Despite having my wife’s tuition to pay and living off of one income in NYC, 2017 was a very prosperous year. All but one month was incrementally positive. I attribute the gains to 1)...
View ArticleBe Helpful. Become Valuable.
No matter what point you find yourself in life, your network is essential to your success. Whether you’re fresh out of college, looking for a change in career or fund raising, your network allows you...
View ArticleWaterfall Your Bonus
For a lot of people, bonus season is an emotional time of year. A wave of excitement flows over me as I impatiently wait to be informed about my year-end number. I can’t help but think about the...
View ArticleNet Worth Jan’18
SUMMARY: January is a red-headed month given my 2017 year-end bonus payment. With it, I maxed out my 401(k) and because the company matches dollar-for-dollar up to the IRS limit, it’s an easy $37k...
View ArticleNet Worth Feb’18
SUMMARY: “One minute you are a hero, the next minute you are a bum.” Inspiring words from my father which pretty much sums up my net worth the past two months. Truth be told, I created a paper loss by...
View ArticleNet Worth Mar ’18
SUMMARY: Past couple of months have been quite volatile, personally. Hence, zero postings other than Net Worth updates. Not much to report as we are in defensive mode, financially, with a move and...
View ArticleNet Worth Apr ’18
SUMMARY: They say bad news comes in 3’s and for us, the first came at the end of March followed by the other two in April. I remain confident I will return with more frequent postings; until then,...
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