Financial Update: Savings, Dividends, Options and Investing for September 2021

September was a rough month in the stock market. The S&P 500 was down around 4.8% for the month. The NASDAQ index was down about 5.4% for the month also. I guess it should be no surprise that my investment accounts were down for the month. Even though my accounts were down, my projected annualContinue reading “Financial Update: Savings, Dividends, Options and Investing for September 2021”

August 2021 Financial Update: Savings, Dividends, Options and Investing

August has flown by and the summer is almost over. It has been a hot month here. My finances have been hot too! It was a great month for dividends and the options trading was pretty good as well. The accounts continue to grow and my debt continues to down. Let’s check out how myContinue reading “August 2021 Financial Update: Savings, Dividends, Options and Investing”

July 2021 Financial Update: Savings, Dividends, Options and Investing

Another month has already gone by so that means that it is time for another update. Progress has been going great. I achieved a milestone this month in regards to my net worth. Let’s check out how the month went! Spending/Savings Spending this month was kept in check and was within the budget. The savingsContinue reading “July 2021 Financial Update: Savings, Dividends, Options and Investing”

June 2021 Financial Update: Savings, Dividends, Options and Investing

Another month has gone by which means I am one more month closer to financial freedom. This month saw some challenges but finished as a positive month. I continue to work my plan and it is bearing fruit. Let’s take a look at my progress this month. Spending/Savings Spending was up this month. The mainContinue reading “June 2021 Financial Update: Savings, Dividends, Options and Investing”

May 2021 Financial Update #Savings #Dividends #Options #Debt #Investing

Another month has passed by which means I am another month closer to retiring. Only 9 years, 8 months and 26 days until my target retirement date. I have a lot of work to do before my retirement date, but I have a plan and continue to execute my plan. Let’s see how the monthContinue reading “May 2021 Financial Update #Savings #Dividends #Options #Debt #Investing”

April 2021 Financial Update

April has come and gone. I continue to work my financial plan. The progress made this month was good. The longer I work my plan the easier it becomes to work my plan. Let’s take a look at how the month of April shook out! Spending/Savings Spending was down from normal this month. The mainContinue reading “April 2021 Financial Update”

Weekly Investing Review 4/3/21

This week was a good week for dividends received. Outside of that, there was not a whole lot of activity in the accounts this week. Let’s check it out. Dividends This week I received the following dividends in the Roth IRA: Nationwide Risk-Managed Income ETF (NUSI) $0.17 Crown Castle International (CCI) $0.20 Digital Realty TrustContinue reading “Weekly Investing Review 4/3/21”

March 2021 Financial Update

Another month has come and gone. I continue to make progress on my financial goals. I continue to keep my spending in check and continue to save. It was a good month for dividends but I took a hit on options trading. My debt continues to decrease. The retirement accounts continue to grow in value.Continue reading “March 2021 Financial Update”

Weekly Investing Review 3/27/21

Another week has come and gone. Nothing too exciting happened in the investing accounts this week. Let’s check it out below. Dividends I received no dividends in the Roth IRA this week. In the Traditional IRA I received the following dividends: Fidelity MSCI Information Technology ETF (FTEC) $4.25 Vanguard FTSE All-World ex-US ETF (VEU) $1.65Continue reading “Weekly Investing Review 3/27/21”

Savings, Debt & Investing: My View

When it comes to saving money, paying off debt and investing there are many different views on how and when each should be done. I personally believe that there is not a set in stone, one size fits all solution for saving, debt and investing. I believe that the best system is the system thatContinue reading “Savings, Debt & Investing: My View”