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: Umbrella insurance can help weather storm SMART MONEY: Umbrella insurance can help weather storm
27 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
28 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
30 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
31 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
33 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]
SMART MONEY: Gun collection poses a challenge SMART MONEY: Gun collection poses a challenge
34 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: My 80-year-old father has an extensive gun collection, with many period pieces and specialty guns. While I can certainly pick out the Civil War musket, I have no idea what some of the other pieces are, or what they may be worth. [Read More]
SMART MONEY: Tax advantage of school donation is iffy SMART MONEY: Tax advantage of school donation is iffy
36 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: I’d like to know if there are some tax advantages for me if I donate money to a local high school. Thanks for your time. — J.B. [Read More]
SMART MONEY: Family home is an unwelcome inheritance SMART MONEY: Family home is an unwelcome inheritance
38 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: Upon my grandmother’s passing, my mom recently updated her will and she’ll be leaving the family home to me. The problem is, I don’t want it! [Read More]
SMART MONEY: Savings is an important habit to start young SMART MONEY: Savings is an important habit to start young
43 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: I am trying to teach my 15-year-old daughter how important it is to start putting away money for her future. Do you have any ideas on how to start? — Jill [Read More]
SMART MONEY: Delaying Social Security can pay in long run SMART MONEY: Delaying Social Security can pay in long run
44 weeks ago - - BRUCE WILLIAMS
DEAR BRUCE: My husband is going to retire when he is 64 or 65 years old. When should he take his Social Security? I was thinking immediately, but others say he should wait until he is 70. — S.M. [Read More]
Page: 1 2 3 4 5 6 7 8 9 10
Featured Columnists