The Mirador Real Advice Blog
The Mirador Real Advice Blog is a bi-monthly publication with two purposes:
- There is no end to the results you get when searching for details regarding tax or investment-related rules and financial guidelines. We will help you find the actual source for such information, but more importantly, we will share successful advice we have given to clients regarding these topics.
- The markets are often a source of great concern AND opportunity. We will regularly make posts to alleviate your concerns and identify opportunities.
Preparing for the Death of a Partner: It’s Always Good to Hope for the Best but Plan for the Worst
Mirador Real Advice Blog Preparing for the Death of a Partner: It’s Always Good to Hope for the Best but Plan for the Worst June 13, 2024 A client of ours had a friend who recently lost a spouse – it was very unexpected, and she found herself unprepared…unprepared to
Just One Thing… But Also Much More Than One Thing!
Mirador Real Advice Blog Just One Thing… But Also Much More Than One Thing! June 13, 2024 When I started in the investment industry over 30 years ago, we were encouraged to be everything to everyone; insurance agent, financial planner, investment manager, investment product specialist, and more. Additionally, we were
When Should I Apply for CPP?
Mirador Real Advice Blog When Should I Apply for CPP? May 28, 2024 Our answer? It depends… The standard retirement age to start CPP is 65. However, individuals may elect to start CPP as early as age 60 and as late as age 70. If one opts to start CPP
Should I Invest at a New High?
Mirador Real Advice Blog Should I Invest at a New High? The Importance of Momentum in Investing May 28, 2024 Back in the 1990s, there was a mutual fund company advertisement on television where a person was asking their investment advisor (mutual fund salesperson): “When is the best time to
Covered Call Writing (CCW) for Income Investors
Mirador Real Advice Blog Covered Call Writing (CCW) for Income InvestorsBe the Casino Owner, Not the Gambler May 16, 2024 As part of our efforts to do the best possible work creating a digital footprint for Mirador, we read several other content providers – a sort of weekly competitor research
The Trusted Contact Person
Mirador Real Advice Blog The Trusted Contact Person May 16, 2024 In the early 2000s, I received a call from Betty. She was requesting that I send her an amount of money that seemed unusual for her level of wealth and her typical spending habits. So, I carefully asked her