Why seniors should designate someone to discreetly help protect their money As we age, it’s normal for memory to slip a little. We forget where…
Author: Craig Wallin
Floating-Rate Income: A Hedge Against Rising Interest Rates
Posted in Alternative Investments, and Senior Loans
Why retirees love the adjustable nature of senior loan payouts For retirees who depend on steady income, rising interest rates can be a mixed blessing.…
Steadier income with less risk than common stocks? That’s the promise of preferred shares. Retirees looking for dependable income often turn to familiar investments—dividend-paying stocks,…
Understanding Leverage in Closed-End Funds (CEFs): Friend or Foe?
Posted in Closed-End Funds, and High-Yield Investments
Learn how leverage boosts yields—and how to avoid overleveraged funds. If you’ve ever explored closed-end funds (CEFs) for your retirement portfolio, you’ve likely come across…
Diversify your retirement income without letting BDCs dominate your asset mix. Business Development Companies (BDCs) can be powerful income-generating tools in a retirement portfolio. They…
Explore real estate trusts that pay dividends every 30 days For retirees, timing matters. A steady income stream that lines up with your monthly expenses…
Tax-Friendly Income: The Special Tax Benefits of MLPs
Posted in High-Yield Investments, and Pipelines
Learn how pipeline investments may offer powerful tax deferral advantages When it comes to retirement income, it’s not just how much you earn—it’s how much…
Learn to spot red flags and avoid risky, unattainable dividend yields. If you’ve ever come across a stock or fund boasting a sky-high dividend yield…
Want simplicity? These ETFs make dividend income stress-free. If you’re a retiree looking for dependable income without the hassle of picking individual stocks, dividend-focused ETFs…
Prefer a hands-off approach? These ETFs and CEFs do the work for you. Covered call strategies offer a great way for retirees and income investors…