Related news from
Wed, 15 Jul 2026 12:02:25 +0000	The State Tax Trap: Where the Same Retirement Portfolio Buys You Thousands More Every Year Picture two retirees with identical $1.5 million portfolios throwing off $80,000 a year in taxable portfolio income. One lives in Naples, Florida. The other lives in San Diego. If that income is taxed as ordinary income and falls in California’s 9.3% bracket, the California retiree could lose about $7,440 a year to state income tax ... The State Tax Trap: Where the Same Retirement Portfolio Buys You Thousands More Every Year
Wed, 15 Jul 2026 10:17:09 +0000	What It Takes to Earn $8,000 a Month From Dividends Without Chasing Yield Eight thousand dollars a month is the kind of retirement income target that looks simple until the yield math starts moving underneath it. It translates to $96,000 a year, but the portfolio needed to produce that income can vary by well over $1 million depending on whether the investor accepts a 3.5% yield, a 6% ... What It Takes to Earn $8,000 a Month From Dividends Without Chasing Yield
Wed, 15 Jul 2026 09:05:00 +0000	What It Takes to Fund a Beach House From Dividend Income The fantasy of owning a beach house rarely dies at the closing table. It usually dies later, when the insurance renewal arrives, the HVAC fails in August, and the property tax bill lands the same week as a roof estimate. Even without a mortgage payment, the carrying costs can turn a dream home into a ... What It Takes to Fund a Beach House From Dividend Income
Tue, 14 Jul 2026 16:22:36 +0000	3 Dividend Stocks That Pay More Than Social Security COLA Social Security's 2026 cost-of-living adjustment barely keeps pace with a grocery bill, but three dividend stocks have been outpacing it for decades with yields that range from nearly 4% to almost 7%.
Tue, 14 Jul 2026 16:12:27 +0000	A $1.4 Million Portfolio That Delivers Reliable Income Through Bull and Bear Markets A $1.4 million nest egg is far above the typical U.S. retirement account balance, but the check it writes each month depends entirely on how the assets are arranged. At a 3.5% yield, the portfolio produces $49,000 a year. At a 10% yield, it produces $140,000. The difference looks simple on a spreadsheet, but it ... A $1.4 Million Portfolio That Delivers Reliable Income Through Bull and Bear Markets
Tue, 14 Jul 2026 15:41:24 +0000	Meet Wall Street’s Safest High-Yield Dividend Stocks Most high-yield dividend stocks are traps disguised as income, but a handful on the NYSE have survived recessions, rate shocks, and earnings disasters without missing a single payment. Three of them are hiding in plain sight right now.
Tue, 14 Jul 2026 14:03:33 +0000	A Dividend Portfolio That Can Cover the Cost of Living in San Francisco San Francisco makes passive income math unforgiving. SmartAsset’s 2026 comfort-salary study estimates that a single adult needs about $134,950 in pretax income to live comfortably in the city, among the highest figures in the country. Turning that paycheck into dividend income is not just a yield exercise. The yield an investor reaches for changes both ... A Dividend Portfolio That Can Cover the Cost of Living in San Francisco
Tue, 14 Jul 2026 13:57:00 +0000	Realty Income Boosts Liquidity: What Does This Mean for Growth? O expands liquidity with $5.5B revolving credit facilities and boosts commercial paper capacity to $5.5B from $3B, supporting global growth.
Tue, 14 Jul 2026 11:02:28 +0000	The Real Risk in Retirement Isn’t Running Out of Money. It’s Losing Your Purchasing Power. Retirement planning fixates on depletion risk. The quieter problem is that a portfolio can hold its dollar value for thirty years and still leave a retiree poorer in real terms. The CPI-U rose from 308.417 in January 2024 to 335.123 in May 2026, while the 2026 Social Security COLA was 2.8%. Core PCE inflation reached ... The Real Risk in Retirement Isn’t Running Out of Money. It’s Losing Your Purchasing Power.
Tue, 14 Jul 2026 09:07:00 +0000	What It Takes to Age in Place, And the Portfolio That Pays For It The house is paid off. The kids have moved out. Yet the number that may determine whether you can stay there for the next 25 years is not the home’s value or the old mortgage balance. It is the price of the services that keep the house livable when driving, cooking, cleaning, and climbing stairs ... What It Takes to Age in Place, And the Portfolio That Pays For It
Mon, 13 Jul 2026 23:15:32 +0000	How Investors May Respond To Realty Income (O) Expanding Its US$5.5 Billion Multicurrency Credit Capacity Earlier this month, Realty Income Corporation expanded and recast its unsecured multicurrency revolving credit facilities to US$5.50 billion, extended maturities into 2029 and 2030, and upsized its global commercial paper capacity to US$5.50 billion, while also issuing €600 million of 3.625% senior notes due 2032. These financing moves collectively deepen the company’s funding pool, slightly reduce borrowing costs, and broaden its access to multiple currencies, giving it more options to...
Mon, 13 Jul 2026 22:16:40 +0000	Realty Income (O) Expands Credit Facilities To $5.5 Billion And Matches Paper Capacity Realty Income (NYSE:O) has closed an expansion and recast of its multicurrency unsecured revolving credit facilities. Total revolving capacity increased from $4.0b to $5.5b, with an accordion option up to $6.5b subject to lender commitments. The company also expanded its global commercial paper programs to a total capacity of $5.5b. Realty Income enters this funding update with its stock at $64.17 and returns of 12.0% year to date and 15.4% over the past year. For income oriented investors...
Mon, 13 Jul 2026 20:05:00 +0000	Realty Income Recasts and Expands Revolving Credit Facilities to $5.5 Billion and Commercial Paper Programs to $5.5 Billion Realty Income Corporation (Realty Income, NYSE: O) (the "Company"), The Monthly Dividend Company®, announced that it has closed on the recast and expansion of its $5.5 billion multicurrency unsecured revolving credit facilities, upsized from the prior $4.0 billion capacity. In addition, the Company also announced an expanded combined capacity of $5.5 billion for its global commercial paper programs, upsized from the prior $3.0 billion combined capacity.
Mon, 13 Jul 2026 18:28:09 +0000	How Much of Your Social Security Will You Actually Keep After Taxes? Social Security benefits come with inflation protection, but the tax formula attached to those benefits does not. For retirees with pensions, IRA withdrawals, taxable investment income, or municipal bond interest, a larger benefit can quietly mean a larger federal tax bill. The result is a tax rule from the 1980s that reaches more retirees every ... How Much of Your Social Security Will You Actually Keep After Taxes?
Mon, 13 Jul 2026 15:06:05 +0000	Morrisons plots £600m deal to fund fightback against Lidl Morrisons is plotting a £600m supermarket deal with a US real estate giant as it seeks to finance a fightback against discount rivals.
Mon, 13 Jul 2026 14:52:00 +0000	Realty Income's Europe Push: Will It Drive Long-Term Growth Ahead? O scales its business in Europe with strong investment activity, competitive yields and a vast market opportunity that could support long-term growth.
Mon, 13 Jul 2026 14:45:36 +0000	Morrisons and Realty Income discuss £600m property financing deal – report US investor Realty Income is said to be one of a small number of parties holding talks with advisers to the UK-based retailer.
Mon, 13 Jul 2026 13:54:47 +0000	Think You’ll Live on $80,000 a Year? Here’s What Actually Lands in Your Checking Account An $80,000 salary is not the same as $80,000 of spendable income. Federal withholding, FICA taxes, state income taxes where they apply, and retirement contributions all reduce the number that actually reaches checking. For a single filer in a no-income-tax state, 2026 take-home pay on an $80,000 salary would be about $65,100 before retirement contributions, ... Think You’ll Live on $80,000 a Year? Here’s What Actually Lands in Your Checking Account
Mon, 13 Jul 2026 12:40:14 +0000	The Market Could Crack This Summer: 5 Defensive High-Yielding Dividend Stocks to Buy Now The constant barrage of artificial intelligence driving the hyperscaler complex massive spending spree is starting to fatigue many investors. With a war still in progress, albeit on a regional basis, in two sections of the world, and government spending exploding the deficit higher, many across Wall Street are starting to agree that something has to ... The Market Could Crack This Summer: 5 Defensive High-Yielding Dividend Stocks to Buy Now
Mon, 13 Jul 2026 10:45:04 +0000	This Portfolio Lets You Earn More Than a Lawyer… Without Going to Law School A legal career can eventually deliver a six-figure income, but the path is rarely passive. The median annual wage for lawyers was $151,160 in May 2024, and attorneys in higher-paid roles can clear $200,000 or more. The tradeoff is years of training, tuition, billable hours, and pressure that does not disappear when the workday ends. ... This Portfolio Lets You Earn More Than a Lawyer… Without Going to Law School

If you are already a Value Forum member but are not logged on, click here to log on. If you are a guest, thank you for visiting ValueForum -- click here for information about guest access or click here to join -- a Trial Pass can be purchased for $6.99 to help you decide if you want to commit to longer term membership. Did you know there are customized portals into VF like REITs.ValueForum.com and also My ValueForum which lets you customize your VF experience to the posters and topics that most interest you!