Q&A
Asked by an anonymous user
Answered by IntroLend Writing Staff
Financial Adviser in Los Angeles, CA
Financial Adviser in Los Angeles, CA
Futures are considered a more advanced
investment strategy, you would do best to talk
to a financial advisor you trust to help
educate you and advise you on where to b...
Q&A
Asked by Jane
Answered by John Carlson
President, Carlson Wealth Management in San Diego, CA
President, Carlson Wealth Management in San Diego, CA
Unless you've reached your retirement goal you
should want to continue to grow the value of
your investments, however, as you get closer
to retirement it becomes more ...
Q&A
Asked by mkmimi
Answered by Donald Laymon
Financial Adviser in Bonaire, GA
Financial Adviser in Bonaire, GA
A 702j retirement plan is a retirement
strategy that uses a life insurance contract
to fund retirement. These are also sometimes
referred to as Life Insurance Retireme...
Q&A
Asked by joanne6093
Answered by Darius Slade
Health Services & Management in Richland, WA
Health Services & Management in Richland, WA
Hi Joanne, spousal benefits under social
security may be up to 50% of the primary
insured amount or PIA of an eligible worker.
PIA is a calculated dollar amount based ...
Q&A
Asked by Jonathan
Answered by Alberto Foster
Insurance Representative in Bethesda, MD
Insurance Representative in Bethesda, MD
That depends on where you are in your working
life cycle.
You two should be saving
7-10%.
Q&A
Asked by an anonymous user
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Anonymously.
Certainly, we can help you
with that. We have several folks with these
in our PE&VC (Private Equity & Venture
Capital) group.
There are 2 types an...
Q&A
Asked by Debra
Answered by Darius Slade
Health Services & Management in Richland, WA
Health Services & Management in Richland, WA
Hi Debra, yes there are policies to address
your concerns. However, not knowing specifics
about you and your life situation, I'd
recommend you contact a local insur...
Q&A
Asked by an anonymous user
Answered by Rene Nourse
Certified Financial Planner in El Segundo, CA
Certified Financial Planner in El Segundo, CA
Absolutely! Just be aware that since you will
be using tax free dollars to pay the premium,
you can not claim the premium as a deductible
expense on on your tax return.
Q&A
Asked by stevenjsexton10955
Answered by Michael Zaino
President & CEO, TZG Financial in Charlotte, NC
President & CEO, TZG Financial in Charlotte, NC
If I were in your shoes, I'd have to look at
it in these terms...
If you wait and pay
all of your bills first and then see if there
is anything left over to save or...
Q&A
Asked by ioweinie
Answered by William Buss
Investment Adviser in Woodland Hills, CA
Investment Adviser in Woodland Hills, CA
The first step is prepare a financial plan to
define your goals, your current financial
picture, your comfort zone, and what risks to
your current finances exist.
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