Category: Investing for Retirement

This year it cost me $154 to file my taxes with TurboTax. The reason it was high is that I have investment income. My net profit from Ebay sales was only $145 in 2023, so I didn’t bother filing it as small business income. My primary source of income during

For the second month of 2024, the DOW gained 846 points. That was another 2% gain for the month. Interest and dividend income was $1860 for the month. Withdrawals for living expenses came to $2500. Expense spending increased because of a $1600 refrigerator that was purchased in February. Overall, my

For the first month of 2024, the DOW gained 461 points. That was about a 2% gain for the month. Interest and dividend income was $1816 for the month. Withdrawals for living expenses came to $1069. My account ended the month with a modest $296 gain. In the past month

For the month of December, the DOW gained 1444 points. That was a 13.74% gain for the year compared to a 9.4% loss in 2022. Interest and dividend income was $5,860 for the month. The monthly average in 2023 was $2470. Withdrawals for living expenses came to $1,210 for December.

For the month of November, the DOW gained 2898 points. That was an 8% gain in one month. Interest and dividend income was $2070 for the month. Overall account value increased by $33,018. That may seem like a big gain, but my account had lost $47,942 in the previous three

With the way the stock market is lately, I’ve been in a holding pattern making very few trades. My stock trading account is small compared to my retirement account. All of the shares purchased in the last year are down. I still get dividends, which are deposited into my core