Interview: What Role Should Dividends Play in Your Retirement Plan?
I was recently interviewed by Gary Foreman of the website DollarStretcher.com about the role of dividends in a retirement portfolio.
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Tips for Tax Efficient Investing
An investment portfolio with a mix of stocks and bonds will produce three types of investment return: interest, dividends and capital gains. Added together, they…
Higher Earners May Once Again Face Steep Hikes in Medicare Premiums
For those you who are on Medicare or who will be eligible for Medicare in 2017, the costs of Part B premiums may be substantially…
Dividends Are Great, But Don’t Fall in Love
Investors seem to love dividend paying stocks. The appeal of these stocks rests largely on the idea that a dividend paying stock allows an investor…
2015 In Review
The financial press had a field day with headlines in 2015. In the fourth quarter alone, we were greeted with news stories about plummeting oil…
PATH Act of 2015 Makes Most Tax Extenders Permanent
On December 18th, Congress and the President once again agreed to a deal on the tax “extenders” that had expired at the end of 2014…
Changes to Social Security Claiming Strategies
Please keep in mind that changes to the Social Security benefits do not necessarily mean that delaying social security benefit until age 70 is no…
Behavioral Mistakes to Avoid in Investing
Whenever the market is in a bit of turmoil, it’s important to revisit some of the common behavioral mistakes that can potentially derail even the…