Life insurance is a product we get asked about all the time as people are trying to determine if they need to hold on to an old policy or even bother getting one at all. We get this question all the time and there have been a couple different scenarios come up recently that we wanted to bring to the show. So we’ll address those and go through the reasoning behind what we’ve discussed with clients.
As of the end of March, we will no longer be at our current location. We are getting close to securing our new permanent location, which will hopefully be done in the next few weeks. In the interim, we’re going to be operating at 101 Lindenwood Drive in Malvern, Pennsylvania. Everything else will stay the same in terms of contacting us
Here’s some of what we discuss in this episode:
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Website - https://smartmoneyquestions.com/
Email - info@smartmoneyquestions.com
Steps to Take if You’re 5 to 10 Years From Retirement
The Market in Election Years
What Can We Expect in 2024?
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Putting Your Extra Cash to Work
What You Need to Know About 2024 Open Enrollment
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Talking Finances With My 21-Year-Old Daughter
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Traveling Tips and Picking a Bank
Addressing The Most Pressing Client Retirement Tax Questions From The Past Few Months
What to Know About SECURE Act 2.0
Get to Know Robert Khoury, CEO of Agile Rainmakers
Scenarios for Using Annuities and Life Insurance
Clarification About Inherited IRAs
What Tax Changes Are Coming in 2023?
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