Financial Planning
Guide
Marriage and Money
"Love and marriage, love and marriage… go together like a horse and carriage." Does this song remind you of Old Blue Eyes himself, or the 19...
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Q&A
Asked by beverlycrousept
Answered by Jeremy Bryant
Senior Financial Consultant & Financial Educator in Charlotte, NC
Senior Financial Consultant & Financial Educator in Charlotte, NC
The answer to you question is no. Being a
borrower of any kind is not going to effect
your eligibility for disability. Social
Security Disability is dependent upon ea...
Q&A
Asked by Erin
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Erin,
First, check with your CPA and/or
tax advisor. The IRS has strict rules for
RMD's. Can you elaborate on how you are
treating the Inherited IRA? If you are...
Guide
What Are Investment Policy Statements?
An investment policy statement (IPS) is a formal document that outlines the relationship between a financial advisor and a client. It summar...
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Guide
Understanding Financial Advisor Compensation
Normally in the shopping process, a customer will need to know how much a particular item or service costs. When shopping for a financial ad...
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Q&A
Asked by Michael
Answered by Joshua Koch
Financial Adviser in Lehighton, PA
Financial Adviser in Lehighton, PA
HI Michael! I typically ask the question, Are
you taking the RMD because you want to, have
to, or need to? Your specific situation will
determine where these dollars s...
Q&A
Asked by swh3009
Answered by Charles Scott
Financial Advisor in Scottsdale, AZ
Financial Advisor in Scottsdale, AZ
As the folks in the land business like to say,
"They aren't making any more of it." Do you
have the funds available today? Will the land
likely cost more ten years f...
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