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I retired at the end of 2009 at which time I rolled over my 401K to an IRA. I am using a 'wealth management firm' to manage it. I am beginning to be concerned that the account won't last as long as I need it. The "inception to date" net return is .45%. I started with about $850,000, and the account is now at about $620,000. I reduced the amount I take out from...
Submitted Nov 12, 2015
Submitted Nov 13, 2015
This year was my daughter first year of college and I paid $11,000 in out of pocket this year, will I receive a tax credit?"
Submitted Nov 2, 2015
My father has been married to a lady for 35 years in the state of Oklahoma. She has money in an account with just her name (supposedly inherited from her mother) he had a duplex which she just sold and put the money in an account with just his name. She put him in a rest home and said when that money runs out he will have to go on the state welfare? Is money not...
Submitted Oct 19, 2015
Submitted Nov 3, 2015
How do I file an amendment to my bankruptcy? I need to add another property that wasn't included in the original bk. It's not included in the schedule of properties. Can you help?
Submitted Nov 4, 2015
Why is a title policy always related to issues with disputes with title from the past? Isn't a the Title policy about "pro-activity" in regard to disuptes over the ability to sale, easement, or the property itself's value? To what extent will a title insurers company litigate issues? What about the future buyer's underwriter not writing a mortgage for the buyer for...
Submitted Nov 9, 2015
my father had a long term health care policy of which payments were made to him, he recently passed on, what happens to the balance of his long term health care policy.
Submitted Oct 24, 2015
Submitted Oct 23, 2015
The mother of two high school children passed away unexpectedly and her will designated her husband (not the biological father) to establish a trust for each child (with he as trustee). The husband has no legal custodianship of the children. The trust was broadly designated to be used by the Trustee as he deems appropriate with mention of educational, medical, and a...
Submitted Oct 26, 2015