This week on Money Talks, Dr. Gene is joined by Bil Lako, CFP®, Matt Hames, CTFA, and Research Analyst Nick Antonucci, to recap 2014 and look ahead to 2015. The Henssler experts also discuss a case study of a family that is dealing with the curveball of a serious illness that changed their priorities. We also address listener question on Motif Investing, Bunge Limited, Mosaic Co. and donor-advised funds and family foundations.
Our experts discuss the difference between a donor-advised fund and a family foundation for families who want to establish a legacy of charitable giving.
Matt Hames, CTFA, brings a Case Study to the “Money Talks” team about a family that is dealing with the curveball a serious illness put in their financial plan.
The “Money Talks” hosts, Dr. Gene, Bil Lako, CFP®, Matt Hames, CTFA and Research Analyst Nick Antonucci, discuss 2014’s market performance and the outlook for 2015.
The “Money Talks” hosts address listeners’ questions on Motif Investing, Bunge Limited and Mosaic.
This week on “Money Talks,” Dr. Gene and Bil Lako, CFP®, are joined by Director of Research Troy Harmon, CFA, to discuss the week’s market performance and earnings from Darden Restaurants, FedEx Corp. General Mills and Oracle Corp. They also discuss developing a portfolio, how your modified adjusted gross income affects your Medicare costs and answer listeners’ questions on Liberty Media Corp., Diageo and Alibaba.
The “Money Talks” hosts answer listener questions on Modified Adjusted Gross Income and Medicare costs. They also discuss College Financial aid forms and 401(k) loans.
Dr. Gene, Bil Lako, CFP® and Troy Harmon, CFA, answer listener questions on Liberty Media Corp., Diageo, oil prices and Alibaba.