Cashing in Whole Life Insurance, Dividend Stocks and Deere vs. Caterpillar
The “Money Talks” hosts discuss opting to invest the cash value of a life insurance policy and provide some dividend-paying stock picks.
Q&A Time: Total Market Funds, PepsiCo and Taxes on Dividends
The “Money Talks” hosts discuss listeners’ questions regarding using only one fund and ETF for diversification; why investors should hold PepsiCo, and Obama’s proposed tax increase on dividends.
Q&A Time: Liquidity Beyond 10 Years, Stocks for a Roth IRA, and Opinions on Stocks
The "Money Talks" hosts answer listener’s questions on the Ten Year Rule and and provide stock picks for a Roth IRA. They also offer opinions on Century Link, Nam Tai Electronics, Kemet Corp. and PACCAR.
Q&A: Bonds, Margin Interest and Annuities
The "Money Talks hosts answer listeners’ questions on bonds, margin interest and annuities.
Planning for Aging Parents
Jennifer Thomas, CFP® answers a listener’s question on how to plan for an aging parent.
When to take Social Security?
Financial Planners Bil Lako, CFP® and Wes Hackney, CFP® discuss when to collect Social Security benefits.
Final Tax Returns for Decedents
Even in death, you cannot escape taxes. Even after you have passed, your surviving spouse or estate need to file your final personal tax return.
Long-Term Care Insurance
Adding long-term care insurance as part of your financial plan is partially a subjective decision that involves more than just financial analysis. Depending on your assets, you may be able to “self-insure.”
Viatical Settlements
A viatical settlement is a risky investment that allows an investor to profit from a life insurance policy of a terminally ill policyholder.