Weekend Links – January 18 Edition

One of the best things about living in Calgary are the Chinooks; we have had mild temperatures all week! Well, good for most people, crappy if you are prone to migraines! Anyways, check out the posts I enjoyed this week: 1. Liquid’s post about “Getting Back Into Stocks” was  interesting as he has determined how […]

2013 Financial To-Do List

This is the time where a lot of people set up their financial goals for the year.  Although I don’t go through the exercise of setting financial goals (AHHH pressure and commitment!), I do think about the things I need/want to accomplish for myself and my clients. So, instead of setting goals, I prefer to […]

Case Study #2 – January update

Not too much happened so far this month; still setting up their investment goals for the year and their target asset allocation. 2013 Investment Goals Max out TFSA contribution – $5,500 Any remaining money will go into RRSP Target Asset Allocation Canadian equities: 30% (XIC) US equities: 25% (VTI) International equities: 25% (VEU) Canadian bonds: […]

Weekly Links – January 11 Edition

Only in Calgary could we hit a high of +6 degrees and then receive 9cm of snow all in the same day! Hope everyone is keeping warm out there! Check out the posts I enjoyed this week: 1. Mr. CBB posted his 2012 Net Worth Update. It grew quite nicely in 2012 for them, and […]

Portfolio Update – December 2012

The year ended off pretty well for my portfolio, even though the TSX only posted a 3% gain for 2012. Hopefully, the market will tank a bit once I get my TFSA contributions in so I can make some purchases. If only the market works like that, hey? So this is what my investment portfolio […]

Checkout 51

I was checking through some of the blogs that were recommended by my blogger buddies, and stumbled upon Checkout 51 by accident. They basically have a list of products every week, and if you purchase any of the participating products, they will credit your account with that amount. Once your accounts hits the $20 threshold, […]

Weekend Links – Happy New Year! :)

Happy New Year! I am slowly getting back into the swing of things, but I have been keeping up with my readings. Check out what I’ve read these past few weeks: 1. Mr. CBB had his December 2013 Monthly Budget Update over on Canadian Budget Binder. I like how he has projected expenses as a […]

December 2012 Spending Plan Results

I hope everyone enjoyed their holidays!! I was a bit nervous about the budget as I haven’t kept track of the numbers for the last few weeks in December, and although there are some items we definitely overspent on, overall, the damage wasn’t too bad. Phew! The following is my combined expected and actual household […]