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Read Past Q&As

Topic:  
Where can I download the new 2018 form 1040 forms?
Submitted Oct 23, 2018
I am a single income household, with little to no discretionary income at the end of the month. If I can put aside 50.00 a month, is it worth buying an I-Bond from the US treasury or just saving it? Thank you.
Submitted Oct 21, 2018
what is meaning of negative premium balance in whole life insurance policy contract? this term is mentioned in annual statement.
Submitted Oct 17, 2018
Currently I have retired from Walgreens and 57 years old. My Health insurance is subsidized by Walgreens until the end of 2018. Then my rates will double. I will be paying 1600 dollars a month for full medical, dental, vision until I am 65 for Medicare. I know nothing about finances but I know this will hurt. Most friends said keep the insurance because the reason...
Submitted Oct 7, 2018
my husband says if we need money in the future we can put a reverse mortgage on the house. I say this ties us to the house and we may need to live in assisted living, so if it comes to that we should sell and move. What do you think? Reverse mortgage or move?
Submitted Sep 27, 2018
My husband switched jobs and now we are needing to either rollover his 401k to his new job or open IRA accounts. His new job offers 401k that he contributes to. We have been told that rolling over to a new account isn't the best move. But we don't know anything about IRA account. any advice? Thanks
Submitted Sep 21, 2018
I have a principal first annuity from Hartford as an IRA & have no idea if it would be better to cash it out & re-invest or use it. My financial advisor is not a member of NAFPA & I see he is only looking out for his profit margin...ie. full disclosure not required now. I am 80 yrs old. Thank You for your consideration.
Submitted Oct 10, 2018
Hi, I have a Whole Life policy with Farm Bureau which the surrender value as of right now is around $33000. I have Term Life insurance as well. I was thinking about cashing in my whole life policy and investing it. What do you think? Do you have any advice? Thanks
Submitted Sep 20, 2018
I have heard from a financial advisor to save for ourselves before a 529 plan for our kids. Are there tax benefits to a college plan for our children in IL?
Submitted Sep 20, 2018
I am a retired DVM. I still maintain my vet licenses and attend veterinary meetings for continuing education so that I can keep my licenses active. Can these expenses be deducted on tax returns. Thanks GJK
Submitted Sep 7, 2018

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