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 ...
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 an anonymous user
Answered by David Skow
Mortgage Professional in Seattle , WA
Mortgage Professional in Seattle , WA
Securing a new loan in the future will be
dependent on being able to qualify for the
amount you will want or need. If the income
sources will be limited to his self-em...
Q&A
Asked by catsontheplane
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi catsontheplane
We have many friends and
clients that are in this category. Widows or
widowers benefits based on age can start any
time between age 60 and full ...
Q&A
Asked by llawromero
Answered by Larry Gilmore
Insurance Agent in Marysville, WA
Insurance Agent in Marysville, WA
This really is a personal preference question
more than financial because it will depend on
what you buy or where you stay. Motorhomes
can cost as much or more than a...
Q&A
Asked by John Zur
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi John,
Can you elaborate on contributions
to "Private Funds/products?" If you are
referring to illiquid REITS, be very
careful.
Here is an SEC bulletin on
this.
...
Q&A
Asked by wonderloaf
Answered by aa wewe
none in AZ
none in AZ
One of the best ways is to get yourself a
Universal Life Insurance policy with a
Long-Term Care (LTC) rider that essentially
can use your life insurance face amount to...
Q&A
Asked by calalexa
Answered by David Wasson
Insurance Agent in Rohnert Park, CA
Insurance Agent in Rohnert Park, CA
Social Security is one of your largest, maybe
your largest retirement benefits. Because of
that many factors must be considered prior to
filing. You wouldn't want to...
Q&A
Asked by Derrell
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi dhuff78181
This seems like a duplicate.
Therefore, please see our answers under your
original question.
Thanks and feel free to
follow-up with us.
Q&A
Asked by Kate
Answered by Hosh Weekes
Financial Adviser in Hampton, VA
Financial Adviser in Hampton, VA
That's a great question, Katie; with more
complexity than a lot of people might realize.
Hopefully, I can give you some general
guidance to get you started. So the "be...
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