Read Past Q&As
Are tuition payments made with 529 plan funds excluded from payments made for college when calculating education tax credits?
Submitted Dec 3, 2015
How does a person calculate split dollar policy amounts? Or, who can I contact to have someone do that?
Submitted Dec 1, 2015
I am 53 and my wife is 50. I am planning to retire at age 63. She wants to work until she is 60. What is the best way to apply for Social Security ?
Submitted Nov 28, 2015
My husband is retired from Chrysler and we are on HAP HMO insurance. I read on your website that is says with HMO there is no deductible. I'm assuming that is an old website because we do pay for a deductible. This is so confusing. Can't make a decision between HMO or PPO. Do different HMO'S have different rules? Thanks so much and hope I get a quick response.
Submitted Nov 13, 2015
My husband and I have whole life insurance policies for ourselves and our 3 children from birth because we thought of their future needs (college, marriage, house purchase, etc...) and the what if of our deaths. I think we may have been paying since 2006. Although my income has grown since days of residency, my husbands has decreased (b/c of the market climate for...
Submitted Nov 9, 2015
I have a disability and on ssi how do I save money I have 2 savings account just got an apartment and I have over $1,000.00 in bills how do I save 20 % and have money to spend on my self
Submitted Nov 26, 2015
Good or bad advice? Transfer all my monies from the TSP (thrift savings plan) to 4 different index annuities (immediate, 5, 10, 15 yr)?
Submitted Dec 1, 2015
What is the significance of the beneficiary for a policy not being listed online even though they are on the original policy documentation? It seems odd that a multi-billion dollar insurance company could not not manage to include this information.
Submitted Nov 16, 2015
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