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
Certainly, I can answer this one.
In a
nutshell, there are 4 solutions.
These are
the 3 Financial Planning solutions:
1)
Increase your time, i.e wait another 20 y...
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
Nothing to be embarrassed about. Sadly, many
folks either stick their heads in the sand
hoping the debt will magically disappear or
they pray to win the lottery and l...
Q&A
Asked by gracie
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Gracie.
Are you needing to invest this
yourself or do you need someone to invest it
for you?
As a starting point (use your own
numbers here):
A $100k portfolio...
Q&A
Asked by beverlycrousept
Answered by Jeremy Bryant
Senior Financial Consultant & Financial Educator in Charlotte, NC
Senior Financial Consultant & Financial Educator in Charlotte, NC
The answer to you question is no. Being a
borrower of any kind is not going to effect
your eligibility for disability. Social
Security Disability is dependent upon ea...
Q&A
Asked by Michael
Answered by Joshua Koch
Financial Adviser in Lehighton, PA
Financial Adviser in Lehighton, PA
HI Michael! I typically ask the question, Are
you taking the RMD because you want to, have
to, or need to? Your specific situation will
determine where these dollars s...
Q&A
Asked by Erin
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Erin,
First, check with your CPA and/or
tax advisor. The IRS has strict rules for
RMD's. Can you elaborate on how you are
treating the Inherited IRA? If you are...
Q&A
Asked by swh3009
Answered by Charles Scott
Financial Advisor in Scottsdale, AZ
Financial Advisor in Scottsdale, AZ
As the folks in the land business like to say,
"They aren't making any more of it." Do you
have the funds available today? Will the land
likely cost more ten years f...
Q&A
Asked by irene
Answered by James Barath, CMPS
Certified Mortgage Planner in Crown Point, IN
Certified Mortgage Planner in Crown Point, IN
Forwarding a certified death certificate with
your name as an heir or sole benefactor often
is satisfactory to provide familial
relationship.
Q&A
Asked by an anonymous user
Answered by Barry Rabinowitz
Financial Adviser in Plantation, FL
Financial Adviser in Plantation, FL
Hi,
I do not know how old your husband is,
but the earlier you start saving for
retirement the better. You can start a 401(k)
plan and put away $18,000 per year and...
Q&A
Asked by Jonathan
Answered by Charles Scott
Financial Advisor in Scottsdale, AZ
Financial Advisor in Scottsdale, AZ
Jonathan, To answer your question completely I
would need a bit more information, but a 75%
employer match would make your pre-tax 401(k)
contribution look like a good...
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