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Asked by John Zur
Answered by Dave Bradley, Investment Manager (Financial Advisor) in North Charleston, SC
Hi John. Can you elaborate on contributions to "Private Funds/products?" If you are referring to illiquid REITS, be very careful Here is an SEC bulletin on this: h...
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Asked by Cortland
Answered by Kim Miller, CFP®PRO+ in Redmond, WA
It may be more helpful for you to think of it as cash flow: "Every month Uncle Sam makes a pension deposit and a Social Security deposit in my bank account of $XX and...
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Answered by Edward Janulis, Financial Adviser in Peoria, AZ
One of the best ways is to get yourself a Universal Life Insurance policy with a Long term care rider that essentially can use your life insurance face amount to pay f...
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Asked by Brett Lyle
Answered by Michael Hoffman, RFC, CLU, ChFCPRO+ in Grass Valley, CA
Brett, the key to your answer is in your question, "long term". Any investment or savings decision should be weighed against your particular risk tolerance. In very...

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