Geraci Financial Group

Geraci Financial Group

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Richard Southern on Twitter 03/24/2020

Richard Southern on Twitter “ - Stocks surge. The Dow had its biggest point gain ever on Tuesday. The buying came largely on hopes that US politicians nearing an agreement on a $2 trillion rescue package. TSX up 1,246.26 (11.10%) 12,474 Dow up 2,112 (11.37%) 20,704 S&P up 209 (9.3%) 2,447”

Segregated Funds for Estate Planning | Geraci Financial Group 12/13/2019

Segregated Funds for Estate Planning | Geraci Financial Group As we age and our thoughts turn to estate planning, Segregated Funds may present a valuable planning opportunity. As we progress through the stages of life our investment focus changes from growth to income to preservation. Usually, the expected rates of return reduce as we age, primarily because we...

Prepare Your Kids for the Real World by Turning Monthly Bills into Lessons | Geraci Financial Group 05/23/2019

Prepare Your Kids for the Real World by Turning Monthly Bills into Lessons | Geraci Financial Group When you’re a kid, a few dollars can seem like all the money in the world. It can take weeks, sometimes months, to save up your allowance. When you finally decide to spend it, you might realize that $10 or $20 isn’t as much as it seems.

TFSAs aren’t just for short-term savers anymore | Geraci Financial Group 04/17/2019

TFSAs aren’t just for short-term savers anymore | Geraci Financial Group It was hard to know it at the time, but February 26, 2008 has become one of the most significant dates in Canadian investing history. That afternoon, Jim Flaherty, then Minister of Finance, unveiled the Conservative party’s budget and, for the first time, mentioned the Tax-Free Savings Account. On...

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