Don’t Overlook the Other Estate Planning Documents
The “Money Talks” hosts review the important estate planning documents everyone should have in order.
Holding Periods for Capital Assets
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.
It Matters When You Buy Long-Term Care Insurance
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.
Keep Your Plan Based on Your Needs, not Politics
The “Money Talks” hosts discuss whether the threat of a presidential impeachment should be a reason to change your portfolio or financial plan.
Is Cash King When Selling a Business?
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.
Saving for Retirement—Taking the Tax Savings Now or Later
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).
Deciding Between an IRA and 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.
With Low Mortgage Rates, Are Points Worth It?
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.
Selecting A Buyer—Internal or External
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.
Titling of Rental Property to Minimize Liability
This week on “Money Talks,” the experts share advice on how to hold and title rental properties to minimize the liability risk to your other assets.