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: New financial adviser may bring new ideas to table SMART MONEY: New financial adviser may bring new ideas to table
4 days ago - - BRUCE WILLIAMS
DEAR BRUCE: I’m in my mid-80s. I have 86 percent of my investments in stocks and mutual funds. My broker does not think bonds are a good investment. I have $260,000 in a portfolio and $100,000 in an annuity. [Read More]
SMART MONEY: What to do with a lump-sum distribution SMART MONEY: What to do with a lump-sum distribution
2 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: I’m 58 years old with no set date for retirement. My former employer sent me a lump-sum distribution of $13,000. [Read More]
SMART MONEY: Credit card investigation is likely to be brief SMART MONEY: Credit card investigation is likely to be brief
3 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: I recently was notified by my bank that my credit card was compromised by someone in another state. [Read More]
SMART MONEY: Teen starts a savings plan with new job
4 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: My 18-year-old son recently started his first job. He keeps asking me where he should put his money to start saving for his future. He said he can afford to put $50 a week in a savings account. [Read More]
SMART MONEY: State-sponsored 529 plan may play a part in savings SMART MONEY: State-sponsored 529 plan may play a part in savings
5 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: Can you explain to me what a 529 plan is and how it works? I want to make sure my daughter has enough money to attend college when that time comes. — Reader [Read More]
SMART MONEY: Investment goals help determining portfolio mix SMART MONEY: Investment goals help determining portfolio mix
6 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: Should money in retirement accounts be divided between stocks and bonds or limited to stocks for best returns? — E.R. [Read More]
BRUCE WILLIAMS' 'SMART MONEY:' 401(k) good way to start investing BRUCE WILLIAMS' 'SMART MONEY:' 401(k) good way to start investing
7 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: Is it better to start a 401(k) or a private fund? My spouse and I have been trying to figure this out before we run into mistakes. — J.B. [Read More]
SMART MONEY: Capital gains taxes could complicate move SMART MONEY: Capital gains taxes could complicate move
8 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: We have a reverse mortgage. I am 80, and my husband is 82. We live on a lake. [Read More]
SMART MONEY: Private contractor must pay tax as both employee, employer SMART MONEY: Private contractor must pay tax as both employee, employer
9 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: My husband was recently hired by a friend to drive his truck and they split the commission. His friend owns a legitimate business, but there are no taxes taken from my husband’s check for Uncle Sam. [Read More]
SMART MONEY: New broker's fees are unwelcome surprise SMART MONEY: New broker's fees are unwelcome surprise
10 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: I rolled IRA funds ($26,500) from a 3 percent annuity (time had elapsed, no penalty) to another broker that invested it in preferred bank stock where I would earn approximately 6.25 percent. [Read More]
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