We finished the year with a 19.7% change in our accessible net worth. We fell just short of our 21.6% goal for the year. Our total net worth change since January 2003 is 1062.5% just missing our dollar plan goal of 1080%.

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Our accessible net worth is down -1.6% since last month. However, it’s still up 18.2% for the year. Meeting our goal of 21.6% for the year is still possible. Here’s our best and worst holdings in annual % returns for stocks and funds held all year:

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2007 is coming to a close and it is time to start making goals for 2008. New Years Resolutions are all over the place, but I think they are often forgotten by the time February rolls around. Luckily we have our finances planned out for the next nine years, making this task somewhat easier, and [...]

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Goal setting is an important part of financial success. In 2003, the year we were married, I created “our dollar plan” which is the roadmap for our financial freedom. It is a 14 year plan running from January 2003 – December 2016. The plan details how much money we should have at the end of [...]

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