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 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 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 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.
Q&A
Asked by knorman1969
Hello knorman1969.
Let's assume that you
have not started to invest at all up to now
but you can see the need for it and you also
have the ability to do so now. Th...
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 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 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 Jacqueline
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Jacqueline.
Happy birthday and congrats on
investing in yourself. This is the best place
to start.
As an investment manager (IM), the
most important thing I can ...
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