Author: elghoulam

[ad_1] NEW YORK, Oct. 19, 2023 /PRNewswire/ — Bluerock Fund Advisor and the Bluerock Total Income+ Real Estate Fund (“Bluerock TI+ Fund,” “Fund,” “TI+,” tickers: TIPRX, TIPPX, TIPWX, TIPLX, TIPMX), the largest real estate sector interval fund, today announced it has won the Money Management Institute (MMI) / Barron’s Asset Manager of the Year (AUM… Continue reading Bluerock Fund Advisor Wins the Prestigious 2023 Asset Manager of the Year Award from Money Management Institute / Barron’s

[ad_1] Our experts answer readers’ student loan questions and write unbiased product reviews (here’s how we assess student loans). In some cases, we receive a commission from our partners; however, our opinions are our own. Resuming student loan payments isn’t going to be easy for everyone, but income-driven repayment helps. The new SAVE plan is… Continue reading Income-Driven Student Loan Repayment Plans Like the SAVE Plan Can Help

[ad_1] Taxes might be the biggest expense you have for the rest of your life, especially if you’ve accumulated a large IRA. While I hope the government can come together to agree to lower taxes, with over $32 trillion in government debt, I’m not overly optimistic about seeing lower taxes in the future. To truly… Continue reading Four Reasons to Consider Partial Roth IRA Conversions Now

[ad_1] It’s not as well-known as Halloween, but National Retirement Security week happens every October – the third week, to be precise — and while it doesn’t involve ghosts and goblins, it does deal with something even more frightening: the risk of not being able to enjoy a comfortable retirement. Through various events, this occasion… Continue reading Financial Focus: Start moving toward retirement security | Waverly Newspapers

[ad_1] The Retirement Advisor Council has launched a new financial education initiative for underserved middle school and high school students called FinLitFuture$, according to an announcement October 10. The council started the program to reach communities traditionally underserved for retirement plan access and engagement, says Lisa Buffington, a Retirement Advisor Council member who also serves… Continue reading Retirement Advisor Council Launches Financial Literacy Program FinLitFuture$

[ad_1] Falling behind on retirement savings is the top financial regret for Americans, especially among older individuals, according to a September Bankrate survey. Still, young Americans remain largely optimistic that they’re on track with retirement goals, despite many saying they’d need more than $1 million to do so comfortably. But with 29 percent of Gen… Continue reading Young Americans Remain Optimistic On Retirement, Try To Avoid Fate Of Older Generations

[ad_1] Index Definitions S&P 500 Index: The Standard & Poor’s (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization US stocks. Risk Considerations Equity securities may fluctuate in response to news on companies, industries, market conditions and general economic environment. The value of fixed income securities will fluctuate and, upon a sale, may… Continue reading Fed Policy 2023 Clashes with Investor Hopes

[ad_1] By James M. BenedekOctober 18, 2023 at 09:07 PM To maintain family assets from one generation to the next, build emotional trust and work with legal trusts when it makes sense. Many financial advisors build their business through traditional methods — cold calling, relying on family and friends, seminars and networking. Once they… Continue reading Three Steps to Helping Clients With Trusts

[ad_1] Buy-to-let property vs unit trust funds Here’s an interesting question, and one that I have been asked frequently: “I want to invest; should I buy property and rent it out (buy-to-let property) or should I invest into unit trust funds such as Coronation, Allan Gray, etc.?” [ad_2] Source link