Money Talks - December 15, 2018

Published: Dec. 17, 2018, 2:17 p.m.

This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Director of Insurance Planning, Jim Crone, CLU®, CFS, to discuss the current market movements, new developments in Brexit, and how the market is so reactive to trade and tariff talks. As part of our year-end prep, Jim brings his insight to insurance planning and taking a closer look at your term life policies. The experts also answer listeners’ questions on business exit planning, longevity annuities, Industrial manufacturer Caterpillar and the differences between a Profit-sharing plan and a 401(k) plan.