In this week’s case study, our Experts discuss the desire to pay off one’s house, a common want among those about to retire. They take a look at the math and the psychology behind this “sleep better at night” scenario and then apply the Ten Year Rule to this common situation.
The “Money Talks” hosts review the important estate planning documents everyone should have in order.
The “Money Talks” Experts discuss a situation for a couple of investors who have bought and sold several different types of assets throughout the year. They talk about the holding periods and how they affect the capital gains treatment.
Our hosts delve into a recent client situation where a fairly young couple are looking to purchase a long-term care policy. Jim discusses how their age and our current interest rate environment may affect their rates.
The “Money Talks” hosts discuss whether the threat of a presidential impeachment should be a reason to change your portfolio or financial plan.
The “Money Talks” experts take a deeper look at evaluating offers when exiting your business. They discuss the difference between taking a higher selling price with an earn out clause versus taking an all cash offer.
The “Money Talks” experts compare saving money to a Roth IRA for tax-free retirement funds versus taking the tax break now by saving pre-tax money to a 401(k).
The “Money Talks” hosts delve into a client situation, weighing the differences and benefits between saving to a 401(k) or an IRA.
The “Money Talks” experts take a closer look at how mortgage rates have been affected by recent interest rate cuts and provide guidance for those who may be looking to refinance their home.
The “Money Talks,” hosts lead a discussion on the options business owners have when selling their business during retirement. They look at the pros and cons of selling internally vs. externally.
