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Our Financial Goal for 2009

It’s that time of year for some New Year’s resolutions. I can’t seem to get past one…pay off the last bit of our credit card debt. So, that will be our single financial goal for 2009. Anything above and beyond that will be icing on the cake.
We have another resolution that [...]

A Look Back at Our 2008 Goals

With a minute to spare, I posted our financial goals for 2008 right before the switch to 2008. So…how did we do?
For our credit card debt, we wanted to pay off at least $10,000 more. That would put us in a good position to meet our goal date of May 2009. How [...]

December 2008 Net Worth Update (-0.45%)

Welcome to the recurring monthly net worth update – The December 2008 edition.
Well it looks like this will be the final net worth update for 2008! With the huge market correction in the 2nd half of 2008, it’s almost a relief that 2008 is over. However, who knows what 2009 will bring as [...]

We are Going To Bring In the New Year With Our Credit Card Debt Under $6K

To say goodbye to 2008, I really wanted to hit our debt hard. Thanks to some things lining up properly, we were able to pay enough towards our debt to get under the $6K mark. Our credit card debt now stands at $5,999. I’m pleased. Very pleased.
I haven’t talked about [...]

Smith Manoeuvre Portfolio – Dec 2008

For those of you just joining us, this is my portfolio that is leveraged with money borrowed from my home equity line of credit (HELOC). As the money borrowed is used to invest, the interest charged is tax deductible. For more details, check out the modified smith manoeuvre strategy.
It’s been a couple months since I’ve [...]

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