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  • Retirement Strategy: Hate The Stock Market? You Still Can Retire Rather Comfortably! [View article]
    Excellent article. It's good to have a goal but the goal should be flexible. There are so many variables that, if you try to factor-in most of them, you will take up residence in your local asylum before you have time to enjoy your nest egg. My 91-year old mother ( whose father lived to 100) recently needed 24-hour a day care. She has no long-term insurance and wants to stay in her condominium. SLAM! That just added approximately $90,000 to her normal living expenses without considering the extra mouth to feed. Fortunately, she has had a wonderful life to this point. She (and my dad) traveled extensively and she didn't lock herself down to a strict financial goal. At this point in time, the only difficulty will be that she is very upset that my sister and I will inherit close to zero. My point? Have financial goals but also live a fulfilling life. You never will know for certain what the future holds in store for you.
    Nov 12, 2015. 10:19 AM | 5 Likes Like |Link to Comment
  • These 4 Dividend Stocks Are Poisonous To Your Portfolio [View article]
    Brent - don't let facts blur your thinking. I agree with compounding. I wish I could block your articles.
    Oct 23, 2015. 01:27 PM | 4 Likes Like |Link to Comment
  • Boeing: Missed Opportunities [View article]
    Long BA, not as long as I would like but 40 shares is better than no shares. Here's to hoping for a reinstated Ex-Im bank.
    Oct 21, 2015. 11:24 AM | 2 Likes Like |Link to Comment
  • Starting A Dividend Growth Portfolio At Birth [View article]
    Currently I have 2 grandchildren. One is almost 4, the other almost 2. When they were born, I set up a taxable custodial account for each through Computershare. I bought them each an amount of PG; I add to it each birthday and Hanukkah. Dividends are reinvested. I find this both simple for me and a nice growth vehicle for them. Let the other relatives buy toys.
    Oct 15, 2015. 12:34 PM | 1 Like Like |Link to Comment
  • Making Some Moves In The Portfolio Of 30, Which Is Beating The Market [View article]
    I make 2 who read it. Life at Seeking Alpha is really simple. Just avoid articles submitted by certain contributors and leave the rest of us alone.
    Aug 4, 2015. 09:19 AM | 1 Like Like |Link to Comment
  • GE may ship $10B in work overseas as Export-Import Bank languishes [View news story]
    I wish everybody would read your response. Too many people look disparagingly upon the bank and consider it a vehicle for Boeing and GE alone. That is so wrong. You hit the nail on the head. The bank makes money. Everyone wins and jobs stay in the US. Let us all wake up and support the reinstatement of the bank.
    Jul 31, 2015. 06:48 PM | 4 Likes Like |Link to Comment
  • Finding The Right Stock In The Current Market [View article]
    Infomercials should be read by those who cannot sleep; I suggest you change your name from "The Dividend Guy" to "Late Night with Me."
    May 22, 2015. 10:50 AM | Likes Like |Link to Comment
  • Dividend Growth All Stars: 20 Dividend Stocks That Will Keep Your Income Growing (Part 1) [View article]
    I agree with djsulli. I have had enough of the blatant "free" advertising tactics of Parsimony Investment Research. Write articles of substance, please, without the trumpets and banners.
    May 18, 2015. 10:12 AM | 8 Likes Like |Link to Comment
  • Thousand Dollar Portfolio - Start Your Child Right [View article]
    IRA? ROTH? Good morning. You need earned income (or a spouse with earned income) to invest in these vehicles.
    May 16, 2015. 02:47 PM | 3 Likes Like |Link to Comment
  • Lanny's Recent Purchase - Johnson & Johnson [View article]
    Hello Foosie:
    I set up the grandchildren's accounts as follows:
    my name as custodian for grandchild UTMA FL (FL because that is where they live).

    Tax ramifications: their basis is the same as my cost + dividends which were reinvested; their basis is the same as mine would be if the account was in my name only. (Things are a bit different if you gift $14,000 or more in the year to each person.)

    Also, remember to use the child's social security number.

    Happy investing.
    Apr 27, 2015. 02:16 PM | 1 Like Like |Link to Comment
  • Lanny's Recent Purchase - Johnson & Johnson [View article]
    i love your step-by-step approach. When each of my grandchildren was born, I began buying them shares in Procter and Gamble. Little by little the number of shares increases and the value increases. Please don't buy into the concept of larger quantities being better. Slow and steady is the way to go.
    Apr 26, 2015. 01:56 PM | 6 Likes Like |Link to Comment
  • Surviving The Tax Bite In Retirement [View article]
    this is a question for your cpa, not for readers of SA.
    Jan 22, 2015. 03:01 PM | 3 Likes Like |Link to Comment
  • 3 Stocks To Put On Your Roth IRA Watchlist [View article]
    It is my understanding that COSWF withholds foreign tax. Investments held in retirement accounts do not pass on withheld tax adjustments to the individuals. As a result, you need to look at foreign tax withheld on retirement investments as lost money. Sorry, no 1116 today. No refund from Canada, either.
    Oct 5, 2014. 05:06 PM | Likes Like |Link to Comment
  • Is BreitBurn Energy Partners A Good Investment? [View article]
    Just for accuracy: Hey Rasher, 15% was the cap on qualified dividends until the end of 2012. For tax years 2013 and forward, the tax rate caps at 20%, the same as long term capital gains.
    Oct 5, 2014. 04:57 PM | Likes Like |Link to Comment
  • Constructing A Monthly Income Portfolio [View article]
    Psychologically, monthly dividends are wonderful..BUT...quality of investment is most important. Let us assume (I hate that word) that because you are in the market you have at least a bit of common sense and mathematical ability. Schedule your cash flow and, if you have a small amount of ready cash to survive a few months, budget via your schedule for your annual expenditures. If cash is tight, exercise restraint and make your budget work for you.
    Aug 14, 2014. 12:41 PM | 1 Like Like |Link to Comment