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: To borrow or not to borrow? SMART MONEY: To borrow or not to borrow?
1 week ago - - BRUCE WILLIAMS
DEAR BRUCE: I retired two years ago at 60. I was a factory worker for 40 years and was lucky enough to belong to a profit-sharing plan and then a 401(k). My retirement is over $800,000. I am drawing a little over 5 percent right now. [Read More]
SMART MONEY: Bride's name should be added to house title SMART MONEY: Bride's name should be added to house title
2 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: My daughter is getting married in October. Her fiance owns a house, which she is investing quite a bit of money in with some remodeling they’re doing. [Read More]
SMART MONEY: Trust company offers reliable management SMART MONEY: Trust company offers reliable management
3 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: I am single with no children, no relatives or friends who are competent or able to handle my financial affairs. Would you please advise me on how to find a competent financial manager? — P.M. [Read More]
SMART MONEY: Insurance company not responsible for tax advice SMART MONEY: Insurance company not responsible for tax advice
4 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: I decided to cash in a whole life policy that I opened in 1976. The cash value was $6,900 with a death benefit of $30,000 minus a policy loan of $16,000. [Read More]
SMART MONEY: Good saving habits will pay off for a lifetime SMART MONEY: Good saving habits will pay off for a lifetime
7 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: I do what I can to make a buck. I rake leaves, shovel snow, mow lawns, etc. My parents think this is all very good, but now they think they shouldn’t give me an allowance anymore. Is that fair? [Read More]
SMART MONEY: Money matters should be discussed before marriage SMART MONEY: Money matters should be discussed before marriage
8 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: My husband and I recently tied the knot. We were both married before. Neither of us came into this second marriage with a great deal of money, but we both own a home with a large mortgage. [Read More]
SMART MONEY: Should I transfer stock to daughter's will? SMART MONEY: Should I transfer stock to daughter's will?
9 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: My wife and I own common stocks in several companies. We plan to break the stock of each company into three separate new accounts. Each account will list my wife and myself as owners of the stock as joint tenants and receive all quarterly dividends. [Read More]
SMART MONEY: With limited savings, retirement options limited SMART MONEY: With limited savings, retirement options limited
10 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: We have about $14,000 in an annuity, $12,000 in stocks, $6,000 in savings and some coins that might be worth around $2,000. I think our house is probably worth at least $90,000. Do you have any advice for what we can do with it? — Reader [Read More]
SMART MONEY: Insurance won't pay all emergency room charges SMART MONEY: Insurance won't pay all emergency room charges
11 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: I went to the emergency room for medical treatment. My insurance paid for the ER visit and medication, but the physicians are a separate service, and their bill was denied due to incomplete forms. [Read More]
SMART MONEY: Relative costs will guide home purchase for son SMART MONEY: Relative costs will guide home purchase for son
12 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: I am a 58-year-old widow and I earn $100,000 yearly from my employer. My investments are in stocks and mutual funds totaling $750,000, and my $300,000 house is almost paid off. My other liquid assets total $100,000. [Read More]
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