Read Past Q&As
Submitted Mar 28, 2016
Thank You Money doctors for this opportunity to tell you my problem. Simply put, I am an individual who suffers with "money disorder". I am not looking for a therapist because I have one. What I truly need is a professional with the ability to take my "financial baggage" and help me make sense of it. It would be great if this individual is understanding, supportive,...
Submitted Mar 29, 2016
I have my W2 tax return 2015 from my full time job and i am a contractor from UBER and Lyft which i received my 1099 How do i file from been an employee to a contractor Do i have to combine or separate ? what are my options? what should i do ? Please advise Thank you
Submitted Mar 24, 2016
I am a widower and have all of my assets (including retirement accounts) in a revocable family trust. Our four daughters are designated as co-trustees. I am told there are special tax considerations with beneficiaries and retirement accounts. I have a 401A and a RO IRA. What may I need to think about?
Submitted Mar 16, 2016
Generally what are the benefits to a savings account versus a 529? I understand a 529 can only be used for education-related expenses, but at what rate does each account accrue interest?
Submitted Mar 21, 2016
I am 22 with $29,000 of undergrad student loan debt. I plan to go into a masters program after graduation, and eventually hope to get a PhD and work out of a four year university doing research. I currently have $2,000 in a CD account with 2.13% interest. What should I do to get the most out of this money. I do not have a 401K at the moment, and may not start my...
Submitted Mar 12, 2016
my husband is 68. he plans to retire in September 2016 at age 69. I am 65. I plan to work at least 1 or 2 more years. We have heard that one of us will receive their full SS benefits, but the other will only receive about half of what they are entitled to because there is a maximum household benefit. Is this true? If so, how is that fair??
Submitted Mar 5, 2016
I would like to take out a loan from my single payment permanent life insurance. Interest will accrue daily from the date of the loan, and is due on each contract anniversary. What should I know (specifically about income tax) before taking the loan?
Submitted Mar 18, 2016
Submitted Mar 19, 2016
My brother wife asked for a divorce and he basically is given her everything. They both signed she would be responsible for the house and it payments and they both agreed he would move out. I feel this is not right. How can they both agree when there is loans on the house does the banks not have to be in agreement with this. could they not come after him if she...
Submitted Mar 18, 2016