If you want to talk about how fast time flies, here is a perfect example. I was prepared to re-visit a dividend stock analysis that I thought I performed over Realty Income (“O”) a couple of quarters ago. When I looked at the date on the original analysis…it was November 2015. I cannot believe 12 months have flown by that quickly…where has time gone? Even though I have reviewed the company in the past, I thought it would be a good idea to update the stock analysis I performed considering the recent pullback in price, the fact that they were one of the four stocks on my October Watch List, and the company’s recent earnings release. A lot can change over 12 months, I think we can all attest to that in some capacity. So let’s re-run Realty Income through our stock screener.
Tag Archives: Retirement
Bert’s 3rd Quarter Goals Review
We are rounding third and heading home here. Considering the Cleveland Indians clinched the AL Central Division title this week, I figured a baseball reference to start the article off was pretty appropriate. Let’s see if they can capture some of the same postseason magic the Cavs had during their run in May/June. At the end of each quarter, Lanny and I review our annual goals to monitor our progress towards hitting these marks. If we are on pace…great. If we are off track, well there is still time to make some adjustments despite the fact there are only three months remaining. Time to dig and perform my third quarter goals review.
Banking Without Branches (3 Months Later) & A HUGE Life Lesson Learned
Woah, I can’t believe time has flown by this quickly. It seems like just yesterday I was walking into my banks, closing my accounts, and requesting a cashier’s check with the remaining funds. Why did I do this? My wife and I were looking to consolidate our finances after our wedding and wanted to experiment with using a bank without any physical branches in our area. Ultimately, we selected Capital One as for this grand experiment. That was three months ago, so I wanted to share the results of this experiment with all of you! But wait, there is more. Over the last three months, this experience and others has taught me a HUGE life lesson that I would like to share with all of you.

Recent Buy – Citizens & Northern (CZNC)
Well…well…well….it looks like January ended the same way it started for me….with buying a stock! At the beginning of the month I was able to add to my stake in ADM, a darling of the dividend investors community of late due to drop in stock price over the last few months. And after the boom that occurred at the end of the month, I was happy I purchased shares in ADM when I did. After my ADM purchase, there was a little bit of a lull period when I sat on the sidelines as the madness unfolded. Until the end of the month, when I accidentally stumbled on a great opportunity. You guessed it, I purchased some additional shares of one of my Roth holdings Citizens and Northern Corporation (CZNC). See why I purchased more shares in this community bank. 
Power of the 401K Match for a Dividend Income Investor
Ah, the beauty of being a dividend growth investor. There are many, er, most of us that still work for an employer that isn’t our own self. Most of us still work for a firm, a company, a business that pay us on a periodic basis throughout the year, whether that be hourly or salary. As a benefit of working for such an organization – they may offer a matching policy for 401K contributions. Today… yes Today, I want to go through the power of the 401K match has on our dividend portfolios!
4 0 1 K – MATCH
Crushing $4,000 in Projected Dividend Income
I am on a mission here. It’s weird, we just transitioned our blog to a newly hosted domain site – this just helps solidify the goal myself and Bert are trying to attempt – Financial Freedom. I have started the year off with an initial dividend income projection goal of $3,200 and decided to not achieve it, but CRUSH it. What exactly am I doing to do this, where is my goal currently at and why?
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Maximizing your Roth for 10 Years… Then Set It & Forget It!
Now I know I am one to fully dive into research, use calculators and figure out the, hopefully, most efficient and effective way to get to a goal. Today I want to show you that if you maximize your Roth IRA contributions, currently at $5,500 per year, you can do so for 10 years and then all of a sudden you can STOP contributing… Yes – STOP placing more funds into your personal Roth IRA. This is the “set it and forget it” model and I will show that through dividend reinvestment and a conservative market return allows you to no longer need to really contribute after 10 years, as you’ll have quite a “hefty” nest egg and will be able to use the $5,500+ on other investments – like your individual-taxed stock portfolio. Read more to discover the benefit of maximizing your Roth IRA. Continue reading

