Dan Celia

Financial Issues

May 2017 – Q: We are both 68 years old and in good health. We have longevity in our families and are concerned about outliving our money. Any advice?

A: This is a top concern of seniors. It is one of the reasons why for the last 30 years, I have been an advocate for charitable gift annuities. A CGA provides an income for life, and an opportunity to invest in the Lord’s work. I think every responsible retirement plan must include permanent, steady income. For many of us, there’s no better way to accomplish that than through a CGA.

The folks at AFA Foundation can help you understand how it all works – how much your charitable deduction will be, the amount of the tax free income you will receive, and how much you will receive every month for the rest of your lives.

At some point in time, we will all be concerned about long-term income. A charitable gift annuity is one of the best ways I know to ensure a steady future income stream. AFA Foundation can help you decide if a CGA is the right move for you. (Click here.)

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Dan Celia has been in financial management for more than 30 years. He works closely with AFA Foundation and can be heard six days a week on AFR Talk (afr.net).

Financial Issues website
Email: dan@financialissues.org
AFA Foundation: 800-326-4543, ext 345