Q&A
Asked by mary_4701
Answered by Drew Blackston
Financial Adviser
Financial Adviser
Yes, you will be able to file for your full
benefits when you reach age 70.
Q&A
Asked by Milton
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Milton,
The safest way to invest $25,000
is with a bank that offers FDIC insurance. Of
course, your ROI may be negative after
inflation. Perhaps, you can provid...
Q&A
Asked by an anonymous user
Answered by Robert (Bob) Shoff
Financial Adviser in Marshfield, MA
Financial Adviser in Marshfield, MA
Hire a broker or subscribe to a broker
website. I would be cautious to use a website
over a broker in person.
Q&A
Asked by an anonymous user
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Anonymously.
Are you spending less than
$3,000/month now and can you keep doing this
before you retire on $3,000/month from Social
Security? If this is the case,...
Q&A
Asked by tkels1
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi there,
Great question. They are both
very popular plans.
The Education IRA is
now called a A Coverdell Education Savings
Account (ESA).
On 529 plans or col...
Q&A
Asked by Cadavis730
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Cadavis730
It’s an individual answer and
there are of course many variables to
consider.
As an Investment Manager and
Fiduciary, my thoughts are on the value of...
Q&A
Asked by ellensens723
Answered by Barry Rabinowitz
Financial Adviser in Plantation, FL
Financial Adviser in Plantation, FL
If you do not use the house or rent it out
there is an opportunity cost, which represents
the fair market value (FMV) of the home. If
you sold the home, you would hav...
Q&A
Asked by brenda
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Brenda,
The main question I generally
ask is; “what do you want the Vacation home to
do for you?”
It’s an individual answer.
Many folks enjoy being able to o...
Q&A
Asked by peggy
Answered by Matthew Marshall
Mortgage Professional in Elkhorn, NE
Mortgage Professional in Elkhorn, NE
Depends on your case(staying put, moving
shortly,etc).
If you have money to put
down, might want to discuss a Reverse Mortgage
option as well.
Thanks
Matt
Q&A
Asked by David W
Answered by Matthew Marshall
Mortgage Professional in Elkhorn, NE
Mortgage Professional in Elkhorn, NE
You should be able to refinance the property,
assuming you can qualify income, debt ratios
and credit wise, by yourself, then give her
the proceeds. Not extremely dif...
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