Look Farther

Tom continues talking with securities attorney, Lawrence Cock. In this episode:

  • The problem with short term, actively managed funds.
  • Some information on home equity lines of credit and refinancing real estate.
  • How to make decisions around housing when approaching retirement.
  • Waiting on social security collection and weighing the benefits. 
  • Choosing between credit card debt and taking out a second mortgage. 
  • Clarifying the concept of capital gains. 
  • Inheriting benefits from IRAs and the social security grace period. 
  • And much more!