Read Past Q&As
I just got medicare. I do not wish to purchase any suppliment. What specifically will medicare (stand alone) cover? Thank you.
Submitted May 24, 2013
we have six months cash on hand + an extra $40,000. We have $75,000 left on our morgage. Would paying down the morgage with the $40,000 make sense or would it be best to "invest" it?
Submitted Apr 29, 2013
Hello...I am being paid by my ex-spouse for my living expenses via maintenance. He pays me using the payroll company that his business uses. I asked him to withhold my taxes since he pays me through his business payroll department. He said that his accountant said that since I am NOT employed by him this is not possible. He currently pays for some of my health...
Submitted May 12, 2013
I have had several debts sent to different collection agencies. How do I pay down and which one do I choose first?
Submitted May 13, 2013
I have 401K money with an investment firm, and I am 71+, the firm just started sending me a few thousand dollars at the end of the year, because they have to, if I was to take all my monies out at one time how much tax would I have to pay, I would rather have all my cash because I am making nothing being invested, each year the firm makes money but not me. My husband...
Submitted May 6, 2013
When asked to calculate my income percentage for any financial planning (i.e. retirement, budgeting, investing), do I use my take home pay amount or the pretaxed amount?
Submitted Apr 28, 2013
I am considering building a small retirement cottage on my daughter/son-in-law''s property which includes their home and they hold a mortgage thereon. I would cash IRA $ to do so. What if any concerns, issues do we need to mindful of?
Submitted Mar 31, 2013
if i would of close universal life insurance paid surrender fees and take the premium losses in the last 8 yrs walk a way with cash value which was a loss. however, can i write off the portion of cost & losses that the company used to invested in the last 8 yrs by transfer into brokerage acct.??
Submitted Apr 23, 2013
My wife and I are doing our debt snowball and intend to be debt free by the end of this year. I have a a Roth IRA opened last year and a 401K through my job and my wife starts work this summer. Then, we will be making a combined income of $184,000 so would not qualify for a Roth anymore. Can we open a traditional IRA and if so, are there any limitations on how many...
Submitted Apr 16, 2013
I''m looking for resources and/or vehicles to help young adult children of high net clients become responsible stewards of money given to them. We’ve meet with three clients during the past few weeks who are looking for help with this. Any leads you might provide are most appreciated.Thank you.
Submitted Apr 12, 2013