Insurance & Annuities Questions
Are Advantage plans a problem at a CCRC?
I have read your articles on the problems Advantage plans are having. A CCRC we are considering states in it’s..
Fidelity Retirement Account
I am 65 and retired. I have my retirement account with Fidelity and is split into a traditional IRA and..
Annuities
We purchased annuities a number of years ago. I’ve always been reassured our adult children will inherit on our passing,..
Medical diagnosis changes retirement plans
We are a 64 year old couple. About 2 million in 401k, cash and money market. House is paid off...
Medicare
I recently signed up for Medicare and supplemental insurance. I also applied for SS. I’m 65, married and decided to..
Medicare and/or VA Healthcare?
I have VA Healthcare with some co-pays. Is it better to have the VA or Medicare part B or some..
Medicare — but company insurance at age 75
Hi Terry, My wife and I are 75 and have kept our employer’s insurance since we retired. We were told..
Whole life insurance at age 80
Terry, at 80 my mother bought a 10,000 thousand dollar whole life policy from Mutual of Omaha my sister mother..
FSA vs HCA deduction order
Hi Terry – I love your page and when you are on WGN. Here is my question: For years my..
Medicare and HSA
No more contributing to the HSA after signed up for Medicare A only but not taking it: I will be..
Medicare
Hi Terry, I have heard you talk about this subject before. My husband is on Medicare and took Advantage. I..
Long term care and medicare
My wife was trying to explain what she heard you say today on WGN radio, the connection between long term..
Medicare
Hi Terry Today I heard your viewpoint about people putting off signing up for Medicare past 65. I understood you..
Umbrella liability insurance coverage
I have had an umbrella liability insurance policy for many years. I always felt it was a necessary based on..
Medicare Part A
If you have work health insurance should you take Medicare A since it’s no charge and you then get that..
Choosing a Term Insurance Policy company
What Insurance companies offer the best TERM Insurance policies?
Medicare and HSA account
We heard you say today on WGN Morning News that if my husband signed up for Medicare Part A at..
life insurance
Is it correct that you should cash out your life insurance policy? 70 a widow and husband left me none..
Medicare Advantaged
You had an article in the Waukesha Freeman a few weeks back concerning Medicare Advantage. Could you please send me..
Medicare Advantage
I currently have Humana Medicare Advantage. You indicated that I could switch to regular Medicare by Mar. 31st. Would that..