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My neighbor's husband passed away 2 years ago. She is starting to show MILD signs of dementia. There are 5 siblings and now a power struggle. A brother has power of attorney and has been named executor. All of her finances have been moved by him to a separate account the elderly woman has no access to. He has had all of her mail forwarded to his residence. This...
Submitted Dec 3, 2016
I'm a grandparent of boys 9 & 13. Thinking of xmas present involving education on investments for kids. Any suggestions ? Rhoda
Submitted Nov 1, 2016
A medical benefits policy/accidental death benefits has been paid out to the beneficiaries, it is not part of the estate, only the children were declared as beneficiaries,; it was listed as part of the estate nor were any wives or ex wives listed on the benefits application. The insurance company is from out of state, but according to the company the policy has...
Submitted Oct 27, 2016
Hi my name is Matt and Im 26 years old and I currently only have about $2200 put away for retirement. I have no emergency fund either. What would be the best way to find the money to put away? Percentage wise whats the best amount? Thanks
Submitted Nov 30, 2016
What is the best way to avoid being highly taxed when I receive a lump sum pension plan of about $56,000.? Is is best to put it directly into an IRA or should I put a down payment on a home? Thank you.
Submitted Dec 1, 2016
Submitted Nov 24, 2016
I'm in need of buying a new car, but I'm still paying on my student loans. I have the money to pay off the loan and still have money left over to put down on a car. However, I want to better my credit and I was advised not to pay the loan all at once. In addition to that, I'm afraid to pay off the loan and get the car because I think it may dig into my emergency...
Submitted Nov 26, 2016
Submitted Nov 28, 2016
Living in cousins rental, I pay rent monthly, and agreed the built a shed because he was supplying the materials. Plus it will benefit me., the use of it and such. Last week I fell off a ladder doing work to this shed, hit my head on a old well pipe sticking out of the ground when I landed.2 CT scans, staples, and scrapes and cousin/ landlord, has said nothing...
Submitted Nov 22, 2016
I have mutual funds I purchased in 1997 and held. These have been held by several different banks/ brokerage firms due to bank buyouts during the depression of 2008 era. The brokerage company now holding them now has no idea of the cost basis. When ask why they state it did not transfer over when the account changed hands. What will this do on the 1099 when I sell?...
Submitted Nov 21, 2016