Technically speaking, retirees should be just as comfortable selling shares to fund withdrawals as they are receiving dividends. From a total return perspective, there’s no real difference. For example, selling $10,000 worth…
The Schwab US Dividend Equity ETF (NYSE:SCHD) is one of the best-run dividend funds available. This is an easy statement to make when you consider its 3.44% yield, rock-bottom expense ratio of…
I’m a total return guy. All I really care about is after-tax performance with distributions reinvested. I couldn’t care less about how much yield an ETF throws off. Even in retirement, I’d…
The JPMorgan Equity Premium ETF (NYSE:JEPI) did not become the most widely covered call ETF by accident. The combination of JPMorgan’s active management, an 8.57% monthly yield, and a broad S&P 500…
Covered call ETFs took less than two years to start dominating headlines due to the prolonged tech rally. ETFs like the JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI), JPMorgan Nasdaq Equity Premium Income…
If you’re an income investor like me, you’ll always be on the lookout for ways to make your money work for you. Every time I make an investment, I hope to see…
There’s a version of income investing that most people will never discover because it doesn’t get talked about the way growth stocks do. This income investing idea doesn’t have any of the…
Three monthly dividend ETFs split across a $300,000 portfolio can generate roughly $1,541 per month in passive income. That math matters to retirees because monthly payments align with how bills actually arrive:…
Four ETFs, each yielding above 6%, each paying monthly. On a $100,000 investment spread across these funds, the income math works out to more than $6,000 a year before taxes. That kind…
Did you ever get the feeling that your portfolio can do better? There’s always room for improvement, and a handful of underappreciated dividend-paying exchange traded funds (ETFs) could get you closer to…
There is a lot to like about the JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI). For a strategy that combines active stock selection with derivatives, it is priced reasonably at a 0.35% expense…
There is a reason why the $500,000 number keeps showing up in retirement conversation as it’s not an aspirational number or a round figure that has randomly been pulled for a headline.…
When you start to have a conversation in your life around retirement, it often starts with a few key questions, like how much you need to retire or how your total portfolio…
Planning for retirement is essential whether you are two days out or two decades away. As of mid-2026, retirees are navigating a landscape shaped by a 2.8% Social Security COLA and a…
Most retirees and prospective retirees are in a tricky environment in 2026, to say the least. What’s worse is that very few of them are holding iShares 20+ Year Treasury Bond ETF…
