Today’s podcast is dedicated to answering questions that have come in from our listeners. A few topics we cover are long-term care policies, worries about the market, passing money down, and much more! […]
On today’s show, we answer questions that have come in the mailbag. We discuss if it’s worth paying a penalty fee on a variable annuity, letting your children know about their inheritance, how to budget for travel, and if incorporating a trust in your plan is a good strategy. […]
There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. […]
Join us as Barbara and Phil feature your listener questions. They’ll discuss how to handle a cash settlement from an auto accident, how much of your social security is taxable, what to do if you’ve maxed out your Roth IRA contributions, and more. […]