Insurance & Annuities Questions

My mother and stepfather gifted me their house in 2010 with the understanding that I would keep them in their..

My wife and I recently met with a financial advisor to modify our insurance policies that met our needs 10..

My husband turns 65 this month I turn 65 next month He is a union carpenter still working full time..

Do you recommend an annuity as a good investment option for seniors?

Will be retiring feb21 this year also Medicare was thinking of united health care as a supplement any advice

Hi Terry, I am retiring this May, when I turn 66. I do plan to wait until my full retirement..

Hi Terry, I am 50 years old with a 401K at T Rowe Price. The value is 475K and I..

All the plans stink. Is there a good way to get this coverage. I had to file appeals and grievances..

I’m a Cook Co. retiree that does not qualify for Social Security (never contributed). I’ve always paid $599.00 plus part..

For 2023 I received a lump pension payout and an inheritance. Social Security mailed notice of increase in my IRMAA..

My wife’s SS benefits are based on my record – I stopped working in May 2024 and want to appeal..

Are Part B premiums and IRMAAs HSA eligible?

I recently have had two compression fractures in my back. A doctor prescribed Forteo, a bone strengthening drug, which after..

Hi Terry! #1 Thank you for answering my prior question! #2 I understand now that it could be risky to..

Please write an article about the “cliffs” in the Medicare IRMAA that the idiots in Washington put into place. One..

We are investigating Medicare supplements and are curious if we choose a less expensive Part for one year, (or while..

Hello Terry, Wondering if you are familiar with transition benefits group? The company I work for does not offer insurance..

I am 66 years old and still working full time as a private school teacher. I have medical insurance with..

My husband and I sold our second home in AZ in 2022 so 2023 taxable income was higher. Our Medicare..

Medicare rised our amount due. Tried to call them 2 1/2 hrs later I hung up. Tried to email no..