January 2022 Monthly Goals

January 2022 Monthly Goals

Every month, I like to set seven goals to accomplish. One in personal finance, health, education, family, social, career and income. A goal is a future envision, result, or experience that is planned to be achieved. We all have things we want to achieve, but until we have a plan, those wants are wishes, not goals. My monthly goals are determined by my yearly goals. For January 2022, my goals are: 

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2022 Yearly Goals

2022 Yearly Goals

Happy New Year! For 2022, my New Year’s resolutions are… well, I don’t have any. In 2021, I stopped making New Year’s resolutions. I don’t need to wait for a new year to do something different. When I want to make a change, I start. If I know my goals for next year, why wait for the new year to achieve them. Every year, I like to set seven goals

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How to Give Stocks as Gifts

How to Give Stocks as Gifts

Since you are reading this, you are already considering giving stocks as gifts. Congrats! Gifting stocks is the gift that keeps on giving. When you gift stock, you are giving the gift of company ownership through stocks. How to gift stocks will depend on to whom, your taxes, and the source. Custodial Brokerage Account for Kids You can gift stock to kids with a custodial brokerage account. A custodial brokerage

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Why I Give Stocks as Gifts

Why I Give Stocks as Gifts

When the word gift is mentioned, most people don’t think of stock. A stock is a partial ownership of a company, also known as equity. When you gift stock, you are giving the gift of company ownership through stocks. Gift Benefits You may think, why not give cash or a store gift card as a gift. Well, they provide little to no benefits when compared to stocks. Gifting stocks provides

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November 2021 Monthly Recap

November 2021 Monthly Recap

Every month I do a recap of my goals, budget, and savings. This recap helps me see how I am progressing in those areas of my finances and determine how well I’m doing. Then, if needed, I can make adjustments for the next month. Now, without further ado, here is my November 2021 monthly recap. Goals In November, I set five goals. One in personal finance, health, social, education, and

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December 2021 Monthly Goals

December 2021 Monthly Goals

Every month, I like to set seven goals to accomplish. One in personal finance, health, education, family, social, career and business. A goal is a future envision, result, or experience that is planned to be achieved. We all have things we want to achieve, but until we have a plan, those wants are wishes, not goals. For December 2021, my goals are:  Review purpose of all accounts  Lift weights 3x

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100 Investing Terms You Should Know

100 Investing Terms You Should Know

All the jargon used in the industry can make investing seem scary and complicated. Which causes many to not invest and miss out on the power of compound interest. There are a lot of terms in investing, but I know you won’t let them stop you from investing. Below are the 100 investing terms you should know. Market Terms The stock market is a marketplace that trades securities, like stocks.

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What is Investing and Why it Matters?

What is Investing and Why it Matters?

Investing is using a resource (time, money, energy) with the expectation of achieving a future benefit or gain. When you invest money, you are spending money to own an asset. With the goal of generating income, growing value, or both. The power of investing is allowing the power of compound interest, dividends, and appreciation to grow money. The Plan Investing is a plan to grow money. This plan involves setting

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October 2021 Monthly Recap

October 2021 Monthly Recap

Every month I do a recap of my goals, budget, and savings. This recap helps me to see how I am progressing in those areas of my finances and determine how well I’m doing. Then, if needed, I can make adjustments for the next month. Now, without further ado, here is my October 2021 monthly recap. Goals Every month, I like to set five goals to accomplish. One in personal

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November 2021 Monthly Goals

November 2021 Monthly Goals

Every month, I like to set five goals to accomplish. One in personal finance, health, social, learning and career/business. A goal is a future envision, result, or experience that is planned to be achieved. We all have things we want to achieve, but until we have a plan, those wants are wishes, not goals. For November 2021, my goals are:  Determine top 5 investment goals 3 sets of weightlifting 4x

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