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
Such a tricky question! It really depends on
what's most important to you. Renting is
typically cheaper than owning, which should
free up additional cash flow during y...
Q&A
Asked by an anonymous user
Answered by Kendrick Walker
Mortgage Professional in Santa Rosa, CA
Mortgage Professional in Santa Rosa, CA
Hello. This is an unfortunate situation, but
one that can potentially be resolved. I would
highly recommend locating a licensed and
experienced broker/lender who could...
Q&A
Asked by John Cole
Insurance Agent in Indian Trail, NC
Insurance Agent in Indian Trail, NC
Hello John,
One of your questions points
to the face amount (the death benefit) and the
other points to the cash accumulation. These
two different elements of your...
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 rvferfun
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi,
Thanks for your service. I am USN
retired. We have retirement property in NC.
Near the Parkway. . So, I'm biased on this
being a good idea. There are lots of
v...
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 Jeff
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Jeff.
Thanks for your service. I am also a
Veteran and reside in the USA. I do travel
extensively.
Are you living comfortably
now?
What would change if you ret...
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 Anonymous,
My dear friend of 96 (he just
had a birthday) has asked me this for many
years. He does so in preparation for
determining how much to allocate to hims...
Q&A
Asked by an anonymous user
Answered by Bill DiBernardo
Mortgage Professional
Mortgage Professional
This is a personal choice. If it's a financial
decision check with your adviser, but if it's
a matter of lifestyle, then it's up to you.
Q&A
Asked by helen_w29
Answered by Brian Nguyen
Sr Mortgage Banker in Brea, CA
Sr Mortgage Banker in Brea, CA
That's a broad question, like if it's better
to get married or keep dating. Everybody has
an opinion, and the answer largely depends on
the individual. But as it relat...
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