Retirement Income Options: Post Expiration Moves

Each month we have option expiration to clean up after. This month was no different. We had 3 stocks assigned to us with other puts expiring unassigned. All of our covered calls expired to receive added income.

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2022 Forecast Review & Update

Here is my midyear review available to all subscribers. It covers my thoughts on how accurate our forecast was, the strength of our cash position and what to do with it soon. Holdings included for my aggregate managed accounts.


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