Annuity, Covered Calls, Income, Plan to Succeed, Research Investments, ROTH, Seeking Alpha, Taxes, Tools and Tips, WISE Investing, Wise Investing Checkup

A ROTH Blueprint? – No Way!

July 14, 2026 — 2 Comments

Easy Income Strategy, Retirement, ROTH, Seeking Alpha, Tools and Tips, Wisdom for Living

Income Taxes: Minimize Taxes Maximize Income and Giving

July 7, 2026 — 0 Comments

Dividend Growth, Easy Income Strategy, ETFs, Income, Plan to Succeed, ROTH, Seeking Alpha, Tools and Tips, Top Five Investments, Wise Investing Checkup

2026 Q1 Easy Income Strategy Report Card

April 3, 2026 — 2 Comments

BASICS, Dividend Growth, Easy Income Strategy, Income, Seeking Alpha, Taxes, Tools and Tips

Today’s Decisions and Tomorrow’s Income Taxes

March 30, 2026 — 1 Comment

Covered Calls, Easy Income Strategy, Options Trading, ROTH, Seeking Alpha, Tools and Tips

2025 Year End Easy Income Strategy Report Card – Part 3

January 19, 2026 — 2 Comments

BASICS, Book Review, Easy Income Strategy, Estate Planning, Income, Options Trading, Plan to Succeed, Retirement, Seeking Alpha, Taxes, Tools and Tips

Tax-Free Retirement – by Patrick Kelly

September 3, 2025 — 0 Comments

Covered Calls, Dividend Growth, Easy Income Strategy, ETFs, Income, Options Trading, Retirement, Seeking Alpha, Taxes, Tools and Tips

Say No to Future Taxes! 2025 ROTH Conversion Begins

August 1, 2025 — 1 Comment

Bonds, Covered Calls, Dividend Growth, Easy Income Strategy, ETFs, Fully Paid Lending Program, Income, Options Trading, Retirement, ROTH

The Four-Fold Power of Easy Income in my ROTH

March 17, 2025 — 0 Comments

Estate Planning, Income, Medicare, Plan to Succeed, Retirement, ROTH, Taxes, WISE Investing

ROTH Conversion Reminder – Do Not Procrastinate

December 24, 2024 — 3 Comments

Dividend Growth, Easy Income Strategy, ETFs, Income, REITS, Retirement

Read Your Investment Statement and Think Long-Term

October 5, 2024 — 0 Comments