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Credit/Debt
Credit card debit, mortgage & new roof
With a fixed income family, $34,000 remaining to pay off, with but a need for a new roof. But we..
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Financial Planning / Retirement
RMD OBLIGATIONS
DO THE ANNUAL RETIREMENT WIHTDRAWAL SUMS RECIEVED AS PAYMENTS FROM AN ANNUITY ORIGINALLY PURCHSED WITH 401/IRA FUNDS COUNT AS RMD..
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Wild Card
Selling vs. transferring stock
I would like to gift my family member $10,000 from a stock I hold. I am not sure if it..
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Chicken Money
t bills
My advisor from Wealthramp said there was a T bill that you could take money out of when ever you..
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Investments
Profit Sharing
My work does not tell me what my profit sharing is invested in. Why don’t they tell me and are..
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College Savings / Student Loans
College savings for grandchildren
I’d like to start putting money into an account for my new grandchild. What should I open and where?
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Insurance & Annuities
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Taxes & Economy
2022 1040 is lost!
I mailed our 1040 along with a check for the amount due on 04/06/23. The check has not been deposited..
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Housing / Real Estate
Divorce in Illinois — house/mortgage?
My daughter is going through a divorce and needs to refinance her house. Her present mortgage is 3.5% and current..
