article thumbnail

Highlights from an Estate Planning Seminar

Money Talk

I recently attended a local estate planning seminar geared for- and marketed to- older adults. In addition, he distributed a so-called “Consumer Survey” at the end, ostensibly to solicit feedback on the seminar but primarily to harvest participants’ personal information (e.g., Sadly, I found some. If not today, when?

article thumbnail

Barbservations From Online RMD Webinars

Money Talk

After I left New Jersey and was no longer a recognizable figure as a financial educator for Rutgers University, I attended a few free meal seminars “undercover” in my new home state of Florida. In other words, no free meal; just the seminar…and the sales pitch. Curious as I was before, I attended 4 or 5 of these online seminars.

Taxes 245
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

5 Surprising Symptoms of Financial Stress (And 5 Helpful Solutions)

Best Money Moves

In a survey of 2,000 Americans, MarketWatch found that 88 percent of respondents reported feeling some form of financial strain and 65 percent felt that finances were the top source of stress in their lives. Financially stressed employees are five times more likely to be distracted by finances while at work.

article thumbnail

Retirement- Now What? Key Take-Aways from a Seminar for Older Adults

Money Talk

This post provides general personal finance or consumer decision-making information and does not address all the variables that apply to an individual’s unique situation. How do I imagine my new life? What are my talents? What do I like to do? What did I want to do at 30 and never got around to? and What dreams did I not follow?

Finance 189
article thumbnail

Annuity Myths and Facts

Money Talk

Below are some key things to know about annuities from a recent seminar that I attended: Complexity- Annuities are often sold as a “simple” investment but, in reality, they can be quite complicated. Annuity salespeople sometimes convince people there are no fees but, of course, there are. To dole out money to a spendthrift adult child.

401(k) 244
article thumbnail

Planning Ahead for Widowhood: Changed Income and Expenses

Money Talk

This post describes five changes in income and expenses that widowed persons can expect: Reduced Income - I heard this example at a recent seminar. This post provides general personal finance or consumer decision-making information and does not address all the variables that apply to an individual’s unique situation.

Pension 162
article thumbnail

How to Speak to an Attorney

Money Talk

This post describes tips for speaking to an attorney from a seminar that I attended that was taught by two attorneys. If you do name an attorney, provide them with detailed information about your finances so they have the background information that they need and don’t have to hunt it down. What to do?

Finance 152