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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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