05-03-2017, 12:52 PM
(05-03-2017, 09:26 AM)cannew Wrote: Nice growth of income. It's the income and growth that will enable you to achieve your goal. Are you reinvesting the dividends?
Thank you!
Yes, all positions are on a DRIP at the moment.
Quick update on my 2017 goals:
Investments:
- Invest $75k in "new cash" in the market (outside 401K) - on track, $29k invested so far.
- DRIP all dividends - check
- Max out 401K by end of H1 2017 - on track
- Hit $10k in forward dividends / year - on track
- Discuss tax plans with a CPA with experience in international taxes and tax planning - hired a CPA but he was only versed on US tax law, to follow up
- Solve issue with IRS (basically they've owed me ~$4.5k for several years) - Solved! Hurray!
- Do an executive course in Marketing / Business Management / Leadership at a top school in the US - to follow up
- Apply to at least 2 jobs outside my company and interview for those roles - to follow up
- Visit at least 1 new country - Going to Taiwan, Hong Kong and Macau in a couple weeks.... basically all China!
- Spend more quality time with my son, sign up for one activity together (maybe soccer?) - on track
- Play in 4 squash tournaments (played 3 in 2016) - on track, played 1 in Feb and I'm signed for another one in June.