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
Are You Ready For Retirement?
Mailbag Questions
Universal Retirement Truths
Common Planning Complaints
Are 401(k) Plans Right For You?
Mailbag
The Financial Draft
Social Security Myths
A Financial Game Show
Smart Money Questions: IRAs and Retiring Advisors
Treating Retirement Like Vacation
Financial "Blind Spots"
Common Money Mistakes
Rebalancing A Portfolio
Importance of Income Planning
Where Do You Stand
Pre-Flight Checklist
Major Life Events
Breaking Down Your Financial Statements
Beneficiary Mistakes
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