/ Financial Planning / Retirement

Financial Planning / Retirement Questions

medicare advantage plans

where can I learn about the Medicare Advanntage plan ???? I’m confused….how can you have 0 premiums and coverage..??? Is..

Refinance an estate locked in Irrevocable Trust

My wife and I put, practically, all our our 401k in our retirement home two years ago and placed the..

Social security

Will the 5.9% projected social security increase affect want I will get when I reach my full retirement age (66..

Car finance

Terry, My wife and I are retired and receiving a pension and SS. We also have about $1m in investments...

Cancelling Social Security Benefits

Hi, Terry, I will turn 65 in January, 2022. Due to covid, I have been furloughed and out of work..

401K Rollover while still working

Thank you for your website – I check it every day and I have learned so much from you from..



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