Read Past Q&As
My wife and her brother are the co-owners and beneficiaries on a whole life policy insuring their parents. The policy only pays if both insured die. What happens if one of the co-owners and beneficiary pre deceases the insured? And can the surviving co-owner make any changes to the policy?
Submitted Nov 17, 2015
I have a single life annuity from a prior company I worked for but does not start until I am 65. Is there a way to sell that now for financial reasons? I am 56 years of age, currently. Thanks, Rick
Submitted Nov 28, 2015
My sister and I bought a home together. Both our names are on it. She is critically ill. If she passes doesn't the home automatically become mine?
Submitted Dec 1, 2015
My husband damaged my credit, how can prove that I was not aware and did not authorize half of what he did? I need to rebuild
Submitted Nov 22, 2015
Submitted Nov 20, 2015
JP morgan has been dragging their feet paying out a policy due me and the deceased daughter.How can I speed things up. Its been at least 9 monthes we have been trying to collect. They keep telling my lawyer they didnt get the documents he sent. They sent them twice now
Submitted Nov 10, 2015
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