Retirement & Help & Support
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How do retirement income options compare?
2024-10-17
Retirement is filled with opportunities and choices.
There’s the time to travel more, work on long-delayed personal projects or volunteer your help to worthwhile causes.
The post How do retirement income options compare? appeared first on Oracle Advisory Group.
There’s the time to travel more, work on long-delayed personal projects or volunteer your help to worthwhile causes.
The post How do retirement income options compare? appeared first on Oracle Advisory Group.
2 CEFs to Protect Capital and Get Up to 12.1% Yields
2024-10-17
Of course, we all love it when the stock market soars like it has.
But what if stocks pull back? We’ve already seen three big drops this year, so it’s fair to think another one could be lurking around the corner.
With that in mind, it makes sense to diversify beyond stocks—especially now.
There’s a type of closed-end fund (CEF) out there that’s perfect for this: those that hold municipal bonds, which are issued by state and local governments to fund infrastructure projects.
CEFs, as members of my CEF Insider service know, are great buys for income (the average CEF yields around 8% to
But what if stocks pull back? We’ve already seen three big drops this year, so it’s fair to think another one could be lurking around the corner.
With that in mind, it makes sense to diversify beyond stocks—especially now.
There’s a type of closed-end fund (CEF) out there that’s perfect for this: those that hold municipal bonds, which are issued by state and local governments to fund infrastructure projects.
CEFs, as members of my CEF Insider service know, are great buys for income (the average CEF yields around 8% to
Charitable Remainder Annuity Trusts (CRATs): Securing Your Legacy While Giving Back
2024-10-02
In legacy planning, Charitable Remainder Annuity Trusts (CRATs) stand out as a strategy for individuals who want to make a lasting impact through charitable giving while also securing financial benefits.
If you’re considering how to incorporate philanthropy into your financial plan, understanding CRATs could be the key to optimizing your estate for both personal and […] The post Charitable Remainder Annuity Trusts (CRATs): Securing Your Legacy While Giving Back appeared first on LBDIAS.
If you’re considering how to incorporate philanthropy into your financial plan, understanding CRATs could be the key to optimizing your estate for both personal and […] The post Charitable Remainder Annuity Trusts (CRATs): Securing Your Legacy While Giving Back appeared first on LBDIAS.
AgeCare Hosts Annual Seniors of Distinction Awards Gala, Honouring Exceptional Contributions to the Community
2024-10-02
Recognizing and celebrating remarkable seniors in Lower Mainland B.C.
making a big impact in their communities AgeCare proudly hosted its annual Seniors of Distinction Awards Gala on Tuesday, October 1, 2024, at the Metrotown Banquet Hall, recognizing the extraordinary achievements of seniors who have made lasting contributions in the areas of healthy living, community service, […]
making a big impact in their communities AgeCare proudly hosted its annual Seniors of Distinction Awards Gala on Tuesday, October 1, 2024, at the Metrotown Banquet Hall, recognizing the extraordinary achievements of seniors who have made lasting contributions in the areas of healthy living, community service, […]