Robert Klein, CPA from Retirement Income Center discusses the difference between a HECM (home equity conversion mortgage) and a HELOC (home equity line of credit).
The Future of Wealth Management
Tony Davidow, author of a new book “Goals-Based Investing” discusses the future of wealth management, including fractional shares and Robo-investing.
Insurance Products – Such As Life Insurance & Annuities – Can Provide Tax-advantaged Investment Returns
Michael Finke, a research fellow with the Alliance for Lifetime Income, describes how annuities can provide tax-advantage investment returns.
Inheriting Your Spouse’s IRA
Bill Harris from WH Cornerstone talks about his book “Inheriting Your Spouse’s IRA.”
Ask the Hammer – Gifting vs Loaning Money to Family.
The Hammer discusses gifting vs loaning money to family members.
Ask The Hammer – Can I convert my RMD to a Roth IRA?
In this video, Jeffrey Levine – aka The Hammer – discusses required minimum distributions (RMDs) from traditional Individual Retirement Accounts (IRAs), including when to take the RMD and how to do a Roth conversion.
Ask The Hammer – Converting term life to permanent life insurance
Should you convert your term life insurance to permanent life insurance? Jeffrey Levine – aka The Hammer – describes scenarios where converting your term life insurance policy to a permanent life insurance policy might be the best option.
Saving for a Child’s Future
Amy Shepard CFP RMA with Sensible Money discusses how to save for your child’s or grand child’s future, including saving for college, savings accounts, 529 plans, UGMA’s, UTMA’s, etc.
Set Yourself Up for Financial Success
Kurt Wunderlich, CFA from Buckingham Strategic Wealth discusses 4 steps to set yourself up for financial success.
Selecting Bond Funds for Your Portfolio
Massi De Santis, Ph.D., CFP describes how to select bond funds for your diversified investment portfolio.