Tagged: 2017 goals

13

Investing

2017 Year-End Performance & Goal Review

Statistics Beginning 2017 Account Value: $242,093.83 Ending 2017 Account Value: $429,504.78 Net Contribution: $132,539.41 Dividend income in 2017: $7,614.25 Forward 12-month dividends: $9,565.88 Options income in 2017: $779.86 Total lifetime dividend income: $20,046.17 Post-tax salary: $219,438 Effect of dividend increases: $570.58. This is equivalent to investing just over $19,000 at...

9

Investing / Options

2017 Goals

Now that the recap of my 2016 goals is complete, I can get around to discussing goals for 2017. Goals for 2017: 1) Retirement Accounts. As always it is best to invest fully and as early as possible into tax advantaged accounts. This goal is to max out my Roth...