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
What Tax Changes Are Coming in 2023?
All About Medicare with Tom Anderson
Social Security COLA and Timing
Money Marketing Headlines
Funding Retirement Accounts with Commissions & Where Else To Invest
Difference Between W2 and 1099 Workers in Retirement
Client Money Questions - 401ks, Risk and Rate of Return
Mid-Year Financial Review Checklist
What Opportunities Are Available When Markets Are Down?
Target-Date Funds and Leasing vs. Buying A Car
Retirement Statistics: How Do You Measure Up?
Should You Pay Off Debt With a 401k Loan?
Spending More Money in Retirement Than You Make
Answering Your Life Insurance and Business Questions
Murky Areas of Retirement Planning
How to Prepare Financially for a Child
How to Prepare Financially for Divorce
Listener Questions - How to Help Mom, Retiring Early, and More
2022 Tax Season and Behavioral Finance
How to Avoid New Identity Theft Tactics
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