Hi, Terry. You’ve been of help before and I have a not too complicated (I think) question this time. I..
I am the executor and agent in my mother’s will and trust but I don’t see her house mentioned with..
I am 73 and my wife is 68. We use a money manager (Edelman Financial Engines) and pay about $1,300..
Recently inherited money from my family. I want to get 5 percent a year return. I’m 64 and need this..
I am writing on behalf of my 89 year old father. He just recently did his federal income taxes and..
Simple answer. Do I put the 529 plan I set up for my grandkids in my name or my daughter’s..
We purchased LTCI from Met life 7-8 years ago. They forced us out of the programs with a sky high..
If you had $100.000 and your 60yrs old where would you invest it?
I current own a home in NYC with NO mortgage valued at 650,000. I owe no money. But I do..
a personal finance question
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