At the beginning of the year we had set out both personal and financial goals for the 2018 calendar year and as promised here is where they stand through the first quarter of the year. The goal so far is to be at 25% or higher. Let’s see how we are doing!


Increase the TFSA account by $8,600

29% complete


We normally add $650 each month to the account however we had a better than expected March and decided to add an additional $160 this past month plus the dividends reinvested so we are currently ahead of the goal set.  Now we just need to keep this pace going!


Increase the RRSP account by $3,600

51% complete


We got a bit lucky with this one as the company I work for decided to match up to $750 annually. Therefore putting us well ahead of our goal set.


Open an RESP account for both Zoey and Colton

0% complete


Hoping to have all this set up and slightly funded this summer.


Save for and go on one family vacation to Mexico

50% complete


We have booked and paid for the vacation and just need to purchase flights.


Post a minimum of one blog per month

25% complete


Were on pace for this goal with 1 post per month. I would really like to surpass the goal by September and really start to post more often


Receive $1,500 from dividends and reinvest all of it

27% complete


We are on target here as we are slightly ahead after the first three months as dividends received were $414.39.


Now that the basic landscaping is complete build extended deck and plant trees in backyard

0% complete


For those that know what Alberta weather is all about we still have snow so this is going to have to wait until the summer months come around.


Go to at least 2 NHL hockey games

50% complete


I have went to one game this year which was Boston vs. Edmonton. Being a Bruins fan really worked out as they had a come from behind victory.


Do not pay a penny of interest on any credit card and receive at least $500 in cash back

25% complete 

35% complete


We are currently on target as the balance was yet again set at 0 on the last day of March and I’m happy to say we are also ahead of our goal in cash back as we are at $175.


Reduce debt to asset formula from 67.5% to 61%

29% complete


Slightly ahead here (65.6%) as we have reduced debt by $8049 through the first quarter and increased assets by $4,907. If we can keep pace we should be way ahead of our goal set!


Increase net worth by $60,000

19% complete


Net worth has increased by $11,166 so far in the year. Looks like we got some catching up to do!


Increase my financial IQ

25% complete


For this one it has lots to do with me being honest. I’m going to give myself this one,  so far my wife and I attended a 3 day investing workshop back in February which has really opened up my eyes on how to really look at what a company is worth regardless of stock price. It also has taught me to look at what the Guru’s are doing and also who within each company is buying and selling. All these indicators now assist with my decision to purchase a company or not. Another key note would be looking at the stock trend and doing my best to buy on upward trends and not so much when a stock is creating new lows. We also attended a conference for out home based business that really keeps you focused on setting and breaking goals.


Maria to hit “Qualified National Marketing Director” in her home based business

100% complete


Maria was able to accomplish this before the end of the first quarter. This is the second highest achievement through the business levels. Very happy for her!


Maria to hit “National Marketing Director” in her home based business

0% complete


Maria just hit the goal above so we will give her a bit of time. I will update her progress next quarter.



Well I would say the first quarter has been a huge success. Setting goals and following up ever quarter is important in ensuring that you stay on target. It’s a great way to see if you have set your goals on the low side and gives you the opportunity to adjust them accordingly. 


Have you set goals for 2018? How are you doing so far? Hit any speed bumps?


Thanks for reading and remember………..


Invest in yourself



2018 Update On First Quarter Goals Progress

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