Insurance & Annuities Questions

My husband is 81 years old. We have a savings account and an IRA not a Roth, with around $200,000...

Which plan supplement is better plan F or the silver sneakers plan

Dear Terry: I recall your article years ago about an extra tax on large annuities. But I cannot recall how..

My son just got his first career job after graduating college. His employer offers two health insurance options: HSA or..

I need some advice, please. My husband, currently age 74 and a cancer patient with other medical issues, has a..

You mentioned a way to learn about long term care insurance and I didn’t get it!

Terry, I am a 60 year old male and my wife is 68 years old. My wife is retiring from..

Hi Terry I’m 53 have Fidelity 2035 401K no company match only have about 10,000 in it my house is..

Hi Terry, In-laws had set up a trust for their dependents, trust was in both parents name. They hired financial..

I’m 70 yrs old and I have Medicare parts A B,and F. Should I get Part C instead of F

I have a policy with endowment that has come to term Best way to collect and invest it for my..

Hi Terry, I bought a whole life policy in my 20’s. I’m now in my 50’s and a new agent..

Best way to withdraw in current economic climate?

Hi Terry, my mom passed away this last September and I was the beneficiary of a small life insurance policy...

Filling jointly with an agi of 100000 can we claim our premium insurance $930 a month out of packet?

My wife just turned 65 and is still working. She pays for our health ins through work. Can she still..

My northwestern mutual rep is proposing long term insurance. Is it worth it ?

I think I’ve heard u advise supplement over advantage b/c not restricted network of providers. Is that right? Also heard..

what do you think about the infinite banking concept?

My 28year old daughter is a cancer survivor and in need of affordable medical insurance. I would appreciate any recommendations..