Insurance & Annuities Questions

I will be turning 65 in September 2024. Even though I will continue working for some time and carry my..

Medicare effective 4/1/24. The deduction for A and B should show on May disbursement not on April’s correct? Payments are..

Hi Terry, I am 64 on SSDI. My husband is 61 YO retired postal employee. I have been on his..

Terry, is my IRA protected against personal liability lawsuits? Do I need “Umbrella Insurance” for auto and home?

In searching for a BCBSIL Medicare plan that included Silver Sneakers, I was offered Medicare Standard ((Plan G Plus Secure)..

A respected source in annuities reported that you advised against ever buying a fixed index annuity. May I ask why?..

I have read your articles on the problems Advantage plans are having. A CCRC we are considering states in it’s..

I am 65 and retired. I have my retirement account with Fidelity and is split into a traditional IRA and..

We purchased annuities a number of years ago. I’ve always been reassured our adult children will inherit on our passing,..

We are a 64 year old couple. About 2 million in 401k, cash and money market. House is paid off...

I recently signed up for Medicare and supplemental insurance. I also applied for SS. I’m 65, married and decided to..

I have VA Healthcare with some co-pays. Is it better to have the VA or Medicare part B or some..

Hi Terry, My wife and I are 75 and have kept our employer’s insurance since we retired. We were told..

Terry, at 80 my mother bought a 10,000 thousand dollar whole life policy from Mutual of Omaha my sister mother..

Hi Terry – I love your page and when you are on WGN. Here is my question: For years my..

No more contributing to the HSA after signed up for Medicare A only but not taking it: I will be..

Hi Terry, I have heard you talk about this subject before. My husband is on Medicare and took Advantage. I..

My wife was trying to explain what she heard you say today on WGN radio, the connection between long term..

Hi Terry Today I heard your viewpoint about people putting off signing up for Medicare past 65. I understood you..

I have had an umbrella liability insurance policy for many years. I always felt it was a necessary based on..