Life Insurance for Long Term Care? File and Suspend - Eliminated, Minimizing Income Taxes on Large Sale of Stock, Recent Widow – What to Do and What Not to Do? Morningstar Rating System – Good or Not So Good? Lots More!
In this More than Money show Bobby Gunter Walsh joins Gene in the first half hour:
Gene answers audience questions:
- How does a corporate merger affect folks receiving pensions?
- What is the best way to refinance a first mortgage and a HELOC?
- Does MtM ever decide to not accept a client?
- Is an annuity a good choice for a couple ages 75 and 70?
- Did Congress eliminate the file and suspend Social Security option?
- What are the tax options for liquidating a large block of stock?
- For a recent widow – are the financial actions she must take quickly?
- What are the pros and cons of using a hybrid life insurance for Long Term Care protection?
- Should an investor simply use the Morningstar (Five Star) system to choose funds?
Gene talks about:
- Happy Thanksgiving
- Bobby Gunther Walsh
- Bob Marley’s Jammin’ Java in some hot water
- Black Friday, Small Business Saturday, and Cyber Monday
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Contact our More than Money World Headquarters (610-746-7007) or email Jo (JoAnne@AskMtM.com.