This week on “Money Talks,” the Experts discuss a couple who have a large estate and want to start moving money to benefit their grandchildren but want to avoid gift tax complications. We suggest superfunding a 529 Plan as one option.
The “Money Talks” Experts explore a case study of a client who was disappointed in the performance of his life insurance policy. Through a collaborative effort between the insurance agent, the financial planner, and the client’s estate planning attorney, they repurposed the insurance policy to enhance the client’s estate plan.
The “Money Talks” hosts talk with special guest Keith Palmer of Henssler Norton Insurance, who provides advice for households with increased liability risk because of teenage drivers, social media, dogs, and pools.
The “Money Talks” hosts take a closer look at Social Security this week in our case study. Turns out, most investors ages 55-65 have a lot of misconceptions about Social Security benefits, including when to begin taking them.
The “Money Talks” Experts provide insight into the current tax season and tips for those who owe more than expected this year.
The “Money Talks” Experts team up to advise an investor who is managing three separate 401(k) accounts at former employers.
Ever want to invest in something and let the actual investment be a surprise? Perhaps you’re interested in owning an Internet cat meme or a tweet. This week our Experts take a deep dive into the “new alternative” asset classes, discussing Special Purpose Acquisition Companies (SPAC), Non-Fungible Tokens (NFT), and cryptocurrencies.
This week on “Money Talks,” the hosts provide advice for an investor who wants to fund a Roth IRA for his young children.
The financial Experts team up to discuss how extra financial planning is needed if you intend to retire early—not because the retirement period is longer—but because of the substantial health care costs between your early retirement age and when you are eligible for Medicare.
The “Money Talks” Experts discuss our current economic cycle, fears of inflation and the mixed inflationary signs, and the need for additional stimulus.
