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Five Year Plan, Update #1

A year and half ago (August 2015) I announced my Five Year Plan to achieve what I dubbed at the time to be “Semi-Financial Freedom” (SFF). What this implies is having reached a point in life where a large number of lifestyle expenses are covered by passive income...
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2017 Goals

In my earlier years, I never believed in using the beginning of the year to set goals. I preferred to take things as they come. Since taking an interest in personal finance, however, I’ve learned to appreciate setting milestones. You can’t hit the target if you don’t have...
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2016: Year In Review

Word of the year for 2016: Unbalanced. While I was able to make sizeable gains in terms of cash on the sidelines, I made a limited number of acquisitions. Likewise, while I spent the majority of my productive waking hours at work, I contributed less to this website...
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Mortgages Count as Debt

I started reading about personal finance in earnest when I was around 19. One of the great debates involves debt and when it is sensible to use it for personal or investment purposes. Some camps maintain that there is both good debt and bad debt while others believe...
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2016 Goals

Having just completed my review of 2015, it is time to leave the past twelve months and project ahead for the dozen to come. Rick will be providing his goals in a separate article (or I may simply amend this one when he’s got his down on paper)....
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Five Year Plan

My journey to financial independence can be traced back roughly to the year 2006. To my best recollection I was around 19 when I first stumbled across the book, Guide To Getting Rich by Robert Kiyosaki. It is one of Kiyosaki’s lesser-known titles and certainly far less heralded...
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2015 Mid-Year Review: Part II

You can read Part I here. This is the final segment to my Mid-Year Review. In this section I will give an overview of what has taken place with my U.S. stock portfolio. U.S. Companies The Coca-Cola Company (KO): KO is a core holding for my portfolio and...
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2015 Mid-Year Review: Part I

You can read Part II here. With June now firmly in the books and the GRB Anniversary being complete, we are now half-way through twenty-fifteen. As at the beginning of each year it is good practice to take measure of where we have been and where we would...
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Q1 2015 Goals Review

At the start of January, I listed three goals I was hoping to achieve throughout the year. With the first quarter of the year now firmly behind us, it is time to take a look back and see what progress has been made.  My first goal was related...
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2015 Goals

With 2014 squarely in the books, it is time to consider our plans for the New Year. While it can seem arbitrary to choose a date such as the beginning of January to take on the task of goal-setting, it nevertheless provides an opportunity to look forward. There...
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