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Credit/Debt
credit cards
i have a few credit cards with no balances. My question is should i Cancel the ones with the highest..
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Financial Planning / Retirement
Date to Submit for Pension Lump Sum
I heard that due to the IRS rate tables changing, the lump sum payout option is going to take a..
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Wild Card
Looking for the free Personal Financial Organizer (can’t find the link)
Hi – just looking for this financial organizer, but I cannot find the link on your site. Thank you so..
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Chicken Money
I bonds for grandchildren
Is it still advisable to buy I bonds? I would like to put in grandchildren s name, is that possible?
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Investments
Investing
My son who is in college would like to invest $1000.00 – what is the most pragmatic investment he should..
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College Savings / Student Loans
IL 529 as gift for grandchild — whose name should be used?
I want to open an IL 529 account for my new grandbaby before the end of the year. I am..
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Insurance & Annuities
Medicare parts — when do spouses apply?
I am 68 years old and enrolled in Medicare part a when I turned 65. My husband turn 65 in..
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Taxes & Economy
2020 Tax Refund
Hello, I had to file an amended return in June of 2021 for my 2020 return. I still haven’t heard..
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Housing / Real Estate
Home loans — best deals
Is it better to use a credit union or a bank for a loan
