On this edition of MoneyWise, Steve Moore and Rob West, speak with Michael King from the National Christian Foundation about giving the gift of stocks. They talk about non-cash assets and have to utilize those for giving. They also discuss what to avoid or watch out for when it comes to giving stock gifts.
Next, they answer your questions at (800) 525-7000 and firstname.lastname@example.org about the following:
- If your banker suggested that you take out a home equity loan “just in case” for later care should you follow this advice?
- If you've recently received a bonus from work, what are the steps in paying off your credit cards with this money?
- If you've been retired for 6 years, is there any advantage in keeping your money in a 457?
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