Tag Archives: 529 plan

2014 Financial Goals

New year new goals.  I have slacking off on posting lately, work has been extremely busy and frankly I just got out of the habit of writing.  With the new year, I thought I would try to get back into the swing of things.  Here’re my financial goals for this year.  I have broken the post into four major categories.  The categories has changed a bit since my 2013 review.

  • Real estate – deal with all things related to real estate (primary residence or investment)
  • Major purchase – big ticket items
  • investment – stocks, mutual funds, stock options, restricted stock units etc.
  • Financial Protection – life insurance, living trust Continue reading