Steve, Bob and Paul discuss various kinds of homeowner's insurance claims and the impact on rates and deductibles.

Rick Fenelli, estate planning expert, talks about gifts and taxation. Tom Margenau, answers questions on Social Security benefits. Call-in questions on sole proprietorships and survivor liabilities, health insurance after leaving a corporation.

The discussion continues on gifts and taxation by explaining gift giving in a trust. Tracy Gaines, tax expert, gives his tip of the day on tax-deductible interest on home mortgages vs rental properties.

Steve, Bob and Paul continue with part two on automobile insurance: the importance of liability coverage.

Rick Fenelli talks about health directives, and joins a round table discussion on long term care insurance with Steve, Bob and Paul. Social Security expert, Tom Margenau, explains Medicare Parts A and B.

The group discusses how to plan your savings to help with future financial goals. Tracy Gaines, tax expert, gives his tip of the day on gifts and taxation.

Steve, Bob and Paul discuss automobile insurance: how rates are determined and how the policy works (liability, physical damage, extra coverage items).

Social Security expert Tom Margenau explains how your Social Security benefit is calculated. Estate-planning attorney Rick Fenelli answers calls on life insurance and the new law on mandatory health insurance for businesses.

Tax-specialist Tracy Gaines gives his tip of the day on debt relief's suprise potential taxes, advanced medical directives, living wills and power of attorney. More call-in questions asking about the best type of life insurance to get.

Guests: Rick Fenelli, an attorney specializing in estate planning.
Belin Robertson, a private client advisor from Wilmington Trust Company. Learn about setting up and managing trusts.

Social Security expert, Tom Margenau, explains what’s in the Social Security Trust Fund. Also, About The Wilmington Trust Company, and the benefits of setting up a trust and protecting real estate investments.

Tracy Gaines, a specialist in tax issues, gives his tax tip of the day on inheritances. Also, about the insurance ramifications with trusts.

Estate planning and life insurance.

Social Security expert Tom Margenau examines the Death Benefit.

Rick Fenelli - The role that life insurance has one one's estate.

Special guest Rick Fenelli, an attorney specializing in estate planning, and Patrick Griffith, an annuity expert, join hosts Bob Geiler and Paul Menard to discuss investing tips and strategies in financial planning.

Social Security expert, Tom Margenau, explains Social Security’s policy on divorce benefits. Rick, Patrick and Paul explain the benefits of annuities.

Tracy Gaines, a specialist in tax issues, gives his tax tip of the day. Rick, Patrick and Paul discuss the best ways to handle taxes in estate planning.

Guest Hosts Ron Borunda, a specialist in insurance planning for businesses, and Rick Fenelli, an attorney specializing in estate planning, join Tracy Gaines, a specialist in tax issues, and Paul Menard in discussing financial planning including annuities, real estate investments, estate planning, living trusts, life insurance.

Ron, Rick, Tracy and Paul talk to Social Security expert, Tom Margenau, about projected benefits (available at www.socialsecurity.gov), taking benefits at 62 vs. 65, and the future of social security. They also discuss trusts for Special Need children and handling taxes on Social Security income.

Ron, Rick and Paul talk about minimizing inheritance taxes with financial and estate planning, and discuss Rick’s book, The Financial Problem Solver.

Stephen Downey, Bob Geiler and Paul Menard discuss the importance of making a budget, the next step in financial planning after setting up your priorities.

Steve, Bob and Paul talk to Social Security expert, Tom Margenau, about when to take your Social Security benefits, Medicare coverage after 65, disability claims, and long term care options.

Steve, Bob and Paul review the features, benefits and differences between the PPO, HMO and POS type of health insurance plans.

Stephen Downey, Bob Geiler and Paul Menard kick off the first show by talking about their financial backgrounds and experience, their thoughts on financial planning and tips on how to start the planning process.

Steve, Bob and Paul take a look at health insurance and explain the most important aspects of selecting the right plan.

Steve, Bob and Paul take a look at workmans comp.