Municipal Bonds: An Attractive Opportunity in an Uncertain Time

From: jhinvestments.com

Municipal bonds can offer investors compelling yields without sacrificing credit quality in a late-cycle economic environment.

Municipal bonds are only a small part of the broad fixed-income market, standing at roughly $4 trillion in assets relative to the $53 trillion in total U.S. fixed-income assets. However, this asset class can offer some unique advantages to other parts of…

David Morgan talks with Tom Hardin from Canterbury Investment Management, on extraordinary investment strategies:

David Morgan talks about the importance of being your advocate and how with his elite team of money manageres and professionals REAP earns our clients’ honesty, integrity and trust just as much in down markets as in up….

Essential 2023 tax numbers from Highland Capital Brockerage:

The SECURE 2.0 Act will help Americans bolster their retirement savings and strengthen their long-term financial security. The common-sense solutions in the bill—including encouraging employers to offer more plan options and making it easier for small businesses to offer retirement savings plans—will help ensure employees’ retirement savings last a lifetime.

Here’s what you need to know about the SECURE 2.0 Act of 2022:

Saving For Retirement Is Important But What Happens After Is Even More Important

From: theamericanretiree.com

While saving for retirement is essential, what follows next is at least as vital as your plan of action after retirement. Regardless of how diligently you save throughout the accumulation phase, preparing how those assets will be converted into income is essential.

Many seniors have no source of fixed income other than Social Security and their retirement…

There’s A Little Bit of Good News for Americans Close to Retirement

From: www.advisorperspectives.com

Things are looking up for people who are close to retirement, according to a Morningstar report published Monday.

With the outlook improving for stocks and bonds next year, the percentage of a nest egg that retirees can safely start withdrawing from savings has increased to 3.8%, up from 3.3% in 2021, the report said….

Check out David Morgan’s video and eBook on Reinventing Retirement:

Financial Resources to Help Low-Income Seniors During Times of Inflation

From: www.assistedliving.org

Many seniors live on a fixed income, making it difficult to pay for expenses. The challenge grows especially for low-income seniors during times of inflation, when costs increase but the amount of money you have coming in stays the same.

Emergency Housing Guide

From: www.payingforseniorcare.com

An estimated half-million people were homeless in the United States from 2007 through 2020, and many of these individuals were seniors and veterans. Unfortunately, seniors who live on the street have little access to resources that can help them maintain their mental and physical health, and on top of that, many are living without the support of their loved ones.

Homeless seniors face more…

Federal and State Financial Assistance for Seniors

From: www.seniorhousingnet.com

Seniors are often on a fixed income, such as an annuity, pension or Social Security. This can make it difficult to meet living costs, especially in the face of inflation. Studies have found that 4.9 million seniors live in poverty and more than 7 million are food insecure. This means that many seniors in the United States struggle with hunger,…