Today’s article outlines a screening process whereby the over 7500 companies traded on U.S. exchanges are filtered down to five large-cap, dividend-paying companies currently trading at large discounts that may be especially attractive to investors over age 50 – or any income-seeking investor. Specifically, these five stocks “all have “A-” or better debt-rating, at least 10% dividend growth in the…
At the recent Boot Camp for Investors, a panel of experts discussed considerations when planning for the new retirement – one that could last 20 to 30 years. For what the panel had to say about income investing, cash flow control, the value of ETFs (“So they’re cheap, they’re diversified all good news, but there are also some potentially nasty…
The author of today’s article notes that, while “most retirees can sail through the first nine months of each year without a lot of financial to-dos that carry hard-and-fast deadlines…once the fourth quarter kicks off, the calendar gets a little fuller and financial deadlines come up fast and furiously.” As such, she proceeds to outline the key fourth-quarter dates that…
The ultimate success of your retirement plan may depend to a significant degree on moves made – or not made – during the final 12 months before your actual retirement date. Today’s article outlines a number of considerations, as identified by financial experts, for this critical period – considerations pertaining to investments, debts and homes, expenses, taxes and lifestyle. For…
When it comes to managing your investments in retirement, the author of today’s article notes that “hiring a financial advisor can set you back 1 percent or more of your investable assets – if you have $250,000, you’ll spend $2,500 per year in expenses. That’s money that could have gone toward reinvesting and growing assets, taking a vacation, paying taxes,…
If you’re looking to diversify your retirement income streams – especially in a way that factors in inflation – investing in real estate can be one avenue to consider. Today’s article outlines four ways you can invest in real estate for retirement – investing in private mortgage funds, purchasing rental property, investing in real estate investment trusts, and cashing in…
For both those in the accumulation phase of their investment careers and those nearing retirement or in retirement, dividend growth stocks have great appeal – even though, as the author of today’s article notes, these two groups may be looking for slightly different things from these stocks (total returns in the case of accumulators and reliable, inflation-beating income in the…
Earlier this summer, a Barron’s cover story advanced the claim that this is “the worst time to retire since just before the dot-com bubble burst”, pointing to the nearly decade-long stock bull market (and even older bond bull market) – and the “rising market volatility, rising inflation, rising interest rates and an uncertain economic outlook” expected to result – as…
There’s an investment retirees can make that could provide them with a guaranteed return of over 17% – an investment that the author of today’s article notes is “simple, straightforward and right under our noses—and yet way too often overlooked or ignored.” What is this investment, why do so many not take advantage of it – and why do many…
Amid the low interest rate environment of recent years, many income-seeking investors have turned to high-yield bond funds and dividend mutual funds in the search for higher income. However, with interest rates now rising, these funds are becoming riskier – leading the author of today’s article to suggest an alternate strategy to generate income: investing in pass-through securities, which “are…