Read Past Q&As
Submitted May 22, 2016
Submitted May 23, 2016
I have my son's college education fully funded with a 529 plan and he will not qualify for financial aid based on my income. However, his academic performance has not been great, and I want him to have some skin in the game by paying for his next semester. If he gets a certain GPA, I will pay off the loan. What is the best way for him to get a loan in his name,...
Submitted May 31, 2016
I currently have an HSA through my work. I know that money is pre taxed money. If I create extra income during the year and put it in the HSA, for medical purposes, does that money become a tax deduction at the end of the year?
Submitted Jun 1, 2016
I am the executrix of my mother's will. Her only assets were 3 life insurance policy's and an annuity. The beneficiaries were listed as my siblings (by name). Do I have to disclose to my brother who the beneficiaries were; or can I just send him his portion as specified in the will. In fact, do I even have to tell him the name of the life insurance company?
Submitted May 20, 2016
I had a single person motorcycle accident and I broke my leg. I am an RN, and cannot work for an extended period of time now. I have full coverage, but no PIP as my policy reads (it is not available in Mississippi) can I seek wage compensation under my bodily injury portion?
Submitted May 17, 2016
My husband and I are retiring this year June and July. I am going to be 66 (full retirement age) in August, 2016. He will be 62 when he retires. I plan on taking my social security (lower of the two). My husband will suspend his social security until 70. Can he take half of my social security as the spouse?
Submitted May 16, 2016
My Dad past away 20 some odd years ago and he had a life insurance policy in his x wife name is there a way I can collect as his son? thank you.Dan
Submitted May 15, 2016
I've been working with a financial planner that is affiliated with a reputable mutual life insurance company. He's recommending an overfunded whole life policy with maxed-out paid-up additions for tax-free growth but not too much so as to avoid a "MEC". My income level exceeds Roth limits (135k salary + 50k net rental income from properties valued @ 800k. I've got 25...
Submitted May 15, 2016
Hi, I hope you can help me. my 20 year marriage ended in divorce last year. The judge ordered that my ex should be allowed to stay on my health insurance. Last Friday I received a letter from my school district that because I still had the Ex on the insurance I was no longer qualified to be a part of the (pre-tax) group and starting this week I would be post...
Submitted May 13, 2016