Insurance & Annuities Questions
SS/ Medicare
Hi Terry, I love you segments on John’s show…always so informative. My question..My wife turned 65 on April1st of this..
Medicare and retirement
Which Medicare plan/supplement would be the best plan for a a retired single healthy, 74 year old male?
Life insurance
My husband & I are 70 & 75 last year we bought whole life insurance. 30.000 each so total 60.000...
Long term care insurance
I heard Terry on WGN mention regarding long term care insurance but was unable to listen to her advice. I..
Medicare choices
Hi Terry, Big fan here. I have Alexa program and every Wednesday WGN RADIO I’m 66 ,still working , Hoping..
Applying for Social Security
I will be turning 65 in September 2024. Even though I will continue working for some time and carry my..
Medicare deduction from social security
Medicare effective 4/1/24. The deduction for A and B should show on May disbursement not on April’s correct? Payments are..
Medicare for spouse of postal employee
Hi Terry, I am 64 on SSDI. My husband is 61 YO retired postal employee. I have been on his..
IRA personal liability
Terry, is my IRA protected against personal liability lawsuits? Do I need “Umbrella Insurance” for auto and home?
Medicare Standard (Plan G Plus Secure)
In searching for a BCBSIL Medicare plan that included Silver Sneakers, I was offered Medicare Standard ((Plan G Plus Secure)..
Index annuity
A respected source in annuities reported that you advised against ever buying a fixed index annuity. May I ask why?..
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..