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: Mutual funds should be part of investment mix SMART MONEY: Mutual funds should be part of investment mix
2 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: I recently retired at age 62. I have no major debts. Between my wife and me, our pensions and Social Security cover our mandatory costs, including medical insurance and taxes. [Read More]
SMART MONEY: Low mortgage rate makes investment decision easy SMART MONEY: Low mortgage rate makes investment decision easy
3 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: I owe $120,000 on my mortgage. The interest rate is 3.25 percent. I have the cash to pay it off in full, but I’m trying to decide if it’s a better option to invest that money, average around 8 percent and pocket the profit. Which is the best decision and why? — Todd [Read More]
SMART MONEY: Heirs hope to recoup money spent on lease SMART MONEY: Heirs hope to recoup money spent on lease
4 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: My father prepaid $17,000 for a three-year lease on a Lexus. He passed away six months into the lease. Is there any legal way his estate can recoup some of that money? — D.M. [Read More]
SMART MONEY: Three years is long enough to wait to settle estate SMART MONEY: Three years is long enough to wait to settle estate
5 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: My parents left me and my two siblings money from their estate. We received the bulk of the estate almost two years ago. Now, the executrix, a niece, is withholding $20,000. [Read More]
SMART MONEY: Lump-sum payout is best retirement option SMART MONEY: Lump-sum payout is best retirement option
6 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: I am fortunate to have an employee-funded retirement. I am 67 and retiring in three months, and I must decide on one of these options: [Read More]
SMART MONEY: Ride-share catastrophe ends with missed train SMART MONEY: Ride-share catastrophe ends with missed train
7 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: I used a ride-share service for a short 12-minute trip from my office to the Amtrak station to travel to New York City. The inexperienced driver lost his way because his GPS malfunctioned, and I missed my train. [Read More]
SMART MONEY: Movie investment turns out to be a scam SMART MONEY: Movie investment turns out to be a scam
8 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: I was taken by a person who ran a seminar selling a publication that claimed to have movie rights to the Ninja Turtles. Believing that this movie would be a hit, I invested $50,000 in that stock. [Read More]
SMART MONEY: Change in witholding policy irritates wife SMART MONEY: Change in witholding policy irritates wife
9 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: My husband has a 401(k) and 403(b) with Fidelity Investments. When he started drawing at 70ᄑ he requested 15 percent to be withheld toward his taxes. [Read More]
SMART MONEY: Long-term care insurance can be good investment SMART MONEY: Long-term care insurance can be good investment
10 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: My friend, who is 71, is considering a long-term care policy that sounds like life insurance along with LTC. I’ve had a stand-alone LTC policy for a number of years, the premium being $3,000 a year. [Read More]
SMART MONEY: Don't shy away from a strong market SMART MONEY: Don't shy away from a strong market
11 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: I am 75 years old, owe nothing and have some money available to invest. But I’m leery because the market is so high. What is your suggestion? — J.E. [Read More]
Page: 1 2 3 4 5 6 7 8 9 10
Featured Columnists