Retirement

At what age should you see a geriatrician? The easy answer is, there’s no easy answer. Merriam-Webster defines a geriatrician as a specialist in geriatrics, which in turn is defined as a branch of medicine that deals with the problems and diseases of old age and the medical care and treatment of aging people. But

Our healthcare landlord Omega Healthcare Investors (OHI) is officially back. This 6% dividend has upside once again. We are about to receive our first payout raise since early 2018, which ends our seven-quarter drought in which the big dividend was paid but not raised. I say “drought” partially in jest because OHI yielded a fat

Thanks to the financial rewards offered by the SEC, CFTC, DOJ, IRS and other whistleblower programs, trustees and pension boards today—for the first time—have a fiduciary obligation to report wrongdoing to regulators and law enforcement. If they don’t, they may be shortchanging beneficiaries and participants.   It is well settled law that trustees, pension boards

In 2006, while the Federal Funds rate sat at near 5%, the notion of negative interest rates hitting the U.S. seemed absurd. Fast-forward to today and the thought of rates turning negative isn’t so far-fetched. As the world reacted to the slow growth following the 2008 recession by pushing down rates in an effort to

null Getty Today, the Aspen Institute Financial Security Program published a report, “The Time is Now: Next Steps Toward a More Secure Retirement for All,” based and consensus ideas from its Leadership Forum on Retirement Savings, which convened “more than 70 experts and industry leaders” to “share, evaluate, and refine solutions to the nation’s retirement

I know you’ve got cash lying around you’d love to double. Heck, even the most buttoned-down investor wouldn’t turn down a quick 2X gain. So let’s go ahead and double your stake—and do it safely, too. Before you ask, no, this isn’t some wild pot-stock speculation: my 2X money plan only works on companies paying—and

Warren Buffett (Photo by Bennett Raglin/WireImage) 2017 Bennett Raglin “It’s 12:35 p.m. in Omaha, Nebraska, and I’m having lunch with Warren Buffett.” That’s the first line in my new book, The Lemonade Life. We ate at Piccolo’s, which is one of Buffett’s favorite restaurants and where he and Bill Gates also have dined together. Buffett

KRAKOW, POLAND – 2018/09/19: In this photo illustration, the Central Intelligence Agency (CIA) logo … [+] is seen displayed on an Android mobile phone. (Photo Illustration by Omar Marques/SOPA Images/LightRocket via Getty Images) LightRocket via Getty Images In the late 1960s and early 1970s, when I was a teenager, police were often called “pigs” and

Gardens in Singapore Duy Nguyen/Unsplash With concerns increasing about US leadership on climate, immigration, and trade, and about Europe, slowed by its own economic and social pressures, my recent Asian travels fortified my sense that 21st century leadership will come from the East. The region is a work in process and much remains to be

You’d like to learn how to invest $1,000. Is this possible? After all, don’t many financial advisors have investing minimums? What if you’re new to investing? Where do you start? Yes, there are places you can invest $1,000. And, some of them are pretty nifty, as well. But, it’s not enough to know some places

After decades of calls to fix Social Security by reducing benefits, Social Security expansion’s time has come. The idea has certainly been on a roll. Eight years ago increasing Social Security benefits was a fringe position; four years ago only outsider candidates like Sen. Bernie Sanders advocated for it. Today, expanding Social Security is the

Getty Is the double taxation of dual residents fair? The U.S. Supreme Court recently declined to consider two cases brought by Connecticut taxpayers who sold their businesses and had to pay taxes on the sale gains in both Connecticut and New York. That leaves in place a double-taxation scheme that tax experts thought the Supreme

As a REIT analyst, it’s part of my job to screen for the highest-quality REITs and the widest margin of safety. That’s no easy task, because these days most of the highest quality names are trading at expensive valuation levels. Take Realty Income (O) for example, the dominant net lease REIT that has an A-rated

Share to facebook Share to twitter Share to linkedin There are only two certainties in life – death and taxes Stephen Chen There’s never enough time to do all the nothing you want. Bill Watterson, Calvin and Hobbes Happy Halloween Did you know that only 20% of people are worried about dying vs. 58% of

Income investors have been crushed this year. Bond yields are down and stocks pay less and less “dividend per dollar” with each rally. But there’s still one little-known corner of the investing world we can look to for safe yields up to 11.8%. Business development companies (BDC) provide debt and equity financing for small and

null Getty “If you don’t know where you’re going, any road will get you there.” So goes the familiar adage that usually starts every company planning session you’ve ever attended. Face it. This is a planning session. The good news, however, is that it’s not about some bland organization. It’s about something you’ll find much

Getty If you or a member of your family have experienced elder abuse in a highly flawed guardianship system, you should be aware that you’re not an isolated case or a helpless victim. Elder abuse by opportunistic court guardians is one of those issues in American society that has reached critical mass in recent years,

If you own closed-end funds (CEFs), I have great news: equity CEFs are doing exactly what we want them to: crushing the market while handing us 7%+ dividends, (And if you’re not yet in CEFs, or want to bulk up your CEF holdings, sit tight: I’ll name a fund you can buy shortly. It has

LONDON,ENGLAND – JUNE 6: In this studio shot illustration a NHS uniform close up, with stethoscope … [+] on June 6,2019 in London,England. (Photo by Peter Dazeley/Getty Images) Getty Images Here’s a headline one doesn’t see every day: “Pensions crisis blamed for trust’s worst-ever breast cancer waits.” That’s from the UK journal HSJ and, yes,

The over 49,000 United Auto Workers members have been on strike from General Motors for about a month may be close to a deal. All parties paid dearly for the strike because the stakes are so high. GM has lost up to $1.5 billion in profits according to the Anderson Economic Group, a Lansing public policy