Getting to Know Your Dreams – A Three Step Process to Discovering Where You Want to Go

Last week we worked our way through the foundation to financial freedom. First we got to know our balance sheet (or net worth), so we know where we stand right now in terms of our finances. Then we recorded our cash flow, so we know how much we have coming in and where it's going every … Continue reading Getting to Know Your Dreams – A Three Step Process to Discovering Where You Want to Go

Your Financial Pyramid- The Foundation

I've been thinking a lot about my financial journey - the ups, the downs, the good and the bad - as well as all the different sources of financial information I've read over the years. I wanted to come up with a way to share my journey, and help you on yours, in a clear … Continue reading Your Financial Pyramid- The Foundation

My Financial Journey – 20 Years of Striving toward FI

Welcome to 2017! I hope you had an awesome New Year, like me and many of my fellow PF bloggers did. Given that we're starting a new year, after taking time to reflect on my annual report and I thought I'd kick it off by talking about my 20 year journey toward Financial Independence, or … Continue reading My Financial Journey – 20 Years of Striving toward FI

My Quarterly Net Worth Process

I remember sitting in my condo many years ago, creating an Excel spreadsheet of all my accounts. A few months later I was so excited to update it, convinced that riches would soon be mine. But no – I think it had gone up by a few hundred dollars. Then again a few months later … Continue reading My Quarterly Net Worth Process

Restricted Stock – Sell as Vested or Keep?

I was reading a post over on Bogleheads the other day about someone who had just received their first set of golden handcuffs in the form of Restricted Stock Units, or RSU's for short. In that post people were discussing the pros and cons to selling them as they vested. I have RSU's from my … Continue reading Restricted Stock – Sell as Vested or Keep?