Q&A
Asked by brenda
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Brenda,
The main question I generally
ask is; “what do you want the Vacation home to
do for you?”
It’s an individual answer.
Many folks enjoy being able to o...
Q&A
Asked by David W
Answered by Matthew Marshall
Mortgage Professional in Elkhorn, NE
Mortgage Professional in Elkhorn, NE
You should be able to refinance the property,
assuming you can qualify income, debt ratios
and credit wise, by yourself, then give her
the proceeds. Not extremely dif...
Q&A
Asked by peggy
Answered by Matthew Marshall
Mortgage Professional in Elkhorn, NE
Mortgage Professional in Elkhorn, NE
Depends on your case(staying put, moving
shortly,etc).
If you have money to put
down, might want to discuss a Reverse Mortgage
option as well.
Thanks
Matt
Q&A
Asked by an anonymous user
Answered by Stephen Hartel
MBA, AIF in Denver, CO
MBA, AIF in Denver, CO
As long as they were married for 10 or more
years, the wife can choose the larger of her
own benefit or her husband's.
Q&A
Asked by mary_4701
Answered by Drew Blackston
Financial Adviser
Financial Adviser
Yes, you will be able to file for your full
benefits when you reach age 70.
Q&A
Asked by an anonymous user
Answered by Stephen Hartel
MBA, AIF in Denver, CO
MBA, AIF in Denver, CO
In general, you should be saving like crazy
now, so that your money has longer to take
advantage of compound growth. First, though,
you should meet with someone who ca...
Q&A
Asked by Paulmeech
Answered by Barry Rabinowitz
Financial Adviser in Plantation, FL
Financial Adviser in Plantation, FL
Hi. There is something called Pension
Guarantee Fund, which may provide you with the
same or reduced pension if your company plan
is discontinued, or fails. The compan...
Q&A
Asked by Eric Chamberlain
Financial Adviser & Risk Manager
Financial Adviser & Risk Manager
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Eric,
There are a multitude of methods
to address this. First let's determine if you
are an investor or a speculator (gambler)?
To do this we use a 3-legge...
Q&A
Asked by an anonymous user
When you apply for benefits, Social Security
will review your earnings history (which
typically ends at age 60) and will come up
with an average for your highest-paid ...
Q&A
Asked by an anonymous user
Answered by Michael Zaino
President & CEO, TZG Financial in Charlotte, NC
President & CEO, TZG Financial in Charlotte, NC
Is the retirement savings in addition to your
pension? What are your monthly expenses? What
are your goals in retirement? How much of your
retirement savings are you c...
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