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Category: Investing for Retirement

February 6, 2025 Investing for Retirement

Donald “Tariff” Trump

Only one month into Trump 2.0 and he has given investors a lot to worry about. It seems like every time the subject of tariffs comes up the stock market has a volatile reaction. Trump says a tariff is a tax on another country and financial experts say that tariffs

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January 8, 2025 Investing for Retirement

Retirement Monthly Income

Living off of your investments is no easy task especially if you have not yet applied for Social Security. I have 3 accounts that generate monthly income. My spending account generates $850. My brokerage account produces $150, and my IRA produces $2000, for a total of $3000 each month. I

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January 1, 2025 Investing for Retirement

2024 Investing Results

For the last month of 2024 the DOW lost 2,238 points (-5%). For the year, the index is up 4,829 points (+12.80%). Interest and dividend income was $11,042 for the month. Withdrawals for living expenses came to $821. A $27,765 loss in market value was the largest monthly decrease during

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December 10, 2024 Investing for Retirement

Early Retirement: Typical Day

It’s been just over 5 years since I decided not to seek employment after being laid-off. I’ve seen many YouTube videos about people in the same situation. Most of them talking about how they manage financially or how they are coping with their loss of purpose from not being employed.

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December 1, 2024 Investing for Retirement

November 2024 Investing Update

For the eleventh month of 2024 the DOW gained 2,858 points, or 6.80%. Year to date the index is up 19.08%. Interest and dividend income was $1,794 for the month. Withdrawals for living expenses came to $906. An increase of $18,321 in market value was the highest monthly increase since

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November 14, 2024 Investing for Retirement

2025 Medicare Cost Increases

For 2025 the cost of Medicare part B will be increasing from $174 to $185 per month. This is a 5.9% increase over the previous year. The part B annual deductible will increase by $17 in 2025 to $257. Paying an extra $11 dollars per month adds up to an

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