Indiana, PA - Indiana County

BRUCE WILLIAMS

Send questions to bruce@brucewilliams.com. Questions of general interest will be answered in future columns. Owing to the volume of mail, personal replies cannot be provided. The Bruce Williams Radio Show can now be heard 24/7 via iTunes and at www.taeradio.com. It is also available at www.brucewilliams.com.

Articles by BRUCE WILLIAMS

SMART MONEY: Leftover college savings are basis for investing SMART MONEY: Leftover college savings are basis for investing
5 hours ago - - BRUCE WILLIAMS
DEAR BRUCE: My 24-year-old daughter has a 529 plan that is worth about $25,000. Scholarships paid for her undergraduate degree, and she has an assistantship for her master’s degree program. She’s needed very little of the money. [Read More]
SMART MONEY: Women taking more important business roles SMART MONEY: Women taking more important business roles
1 week ago - - BRUCE WILLIAMS
DEAR BRUCE: I attended a “business” lecture. One of the young women said, “Business is a social construct built around the penis and that has to change.” I would like you to comment on that quote as a longtime businessman, and a very successful one. — Reader [Read More]
SMART MONEY: Chasing small amount of money not worth it SMART MONEY: Chasing small amount of money not worth it
2 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: A few years ago, I went on an “unclaimed monies” site and found my mother’s name, and an amount of $500 came up. As I recall, I followed through to the point that in order to claim any money, I had to pay some fee. [Read More]
SMART MONEY: Charities to receive bulk of large estate SMART MONEY: Charities to receive bulk of large estate
3 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: I have a few friends I would like to remember in my will, but I would like the majority of my money to go to several animal organizations. At the present time, I have left specific amounts to the friends and the rest in percentages to the organizations. Is there a better way to do this? [Read More]
SMART MONEY: Professional advice should guide investments SMART MONEY: Professional advice should guide investments
4 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: I have a large portfolio and do not have a pension. My question is, what type of investments would you suggest that would generate an income stream that is durable, predictable and sustainable like a pension check? — Douglas [Read More]
SMART MONEY: Umbrella insurance can help weather storm SMART MONEY: Umbrella insurance can help weather storm
6 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: Can you please explain umbrella insurance? — Reader [Read More]
SMART MONEY: Vacation deal is no bargain SMART MONEY: Vacation deal is no bargain
7 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: A friend invited me for a Hawaiian vacation in the spring. It is sponsored by the management of her time-share. She showed me the price of the vacation, and it was nearly five times more than what I saw advertised on hotel websites for the same period. [Read More]
SMART MONEY: Annuity investors should know the pros and cons SMART MONEY: Annuity investors should know the pros and cons
9 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: I always read your column with interest and like what you have to say most of the time. It seems that you don’t like annuities, from what I recall. What would be wrong with getting 8 percent guaranteed for 10 years and then taking a lifetime income on that amount? [Read More]
SMART MONEY: Good planning can help pass down assets tax-free SMART MONEY: Good planning can help pass down assets tax-free
10 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: My husband and I are both 58 years old. Our net worth is $5 million and we are considering using a universal life insurance policy to transfer wealth to our two children. It is a $1.5 million policy with an annual premium of $10,000. [Read More]
SMART MONEY: Fee-only planner offers wide range of services SMART MONEY: Fee-only planner offers wide range of services
12 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: I am wondering why you never refer people to a fee-only financial planner? For example, you referred an elderly couple who had all their money in CDs to a stock broker. [Read More]
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