Category: Investing for Retirement

My dividend income so far in 2026 is averaging $4,000 per month. Although 3/4 of that is in a tax deferred account. I have taken a total of $1,000 in distributions over the past few months but have decided to stop for the remainder of 2026. My dividend income has

Looking at a 14-year-old copy of a trust document is confusing. Especially when it starts out as a revokable trust and then changes to an irrevocable trust upon the death of a spouse. After a review of the assets that I assumed were in the trust, it turns out that

Being a trustee while the grantor (person who created the trust) is alive usually only demands your attention during tax season. Each year any income that the trust earns needs to be distributed to the beneficiaries. After the grantor dies, a trustee quickly finds out that they are responsible for

Back in June 2024 I decided to invest in SCHD (Schwab US Dividend Equity ETF). I had heard a lot of good things about the ETF and they had just announced a 3 for 1 stock split scheduled for November. At the time, the price was $78.21 per share. I

In my previous post I stated that my part-time job as an Ebay reseller does not meet the income requirements for Medicaid in 2027. I did some research on my options and came up with a possible solution. I was automatically put under Medicaid because my income was below $22,025

The 2025 budget reconciliation bill (One Big Beautiful Bill Act) requires states to mandate that able-bodied adults aged 19-64 participate in 80 hours per month of paid work, community service, or job training to keep their coverage. If you are on Medicaid, you have probably been getting notifications about the