Insurance & Annuities Questions

HSA and career change

Hi, Terry- I retired from a teaching career at a private school in June. I am still eligible to receive..

long term insurance

C AN A PERSON BUY LONG TERM INSURANCE AT 79 YEARS OLD ?

SSI

My wife was approved for ss disability can she stay on my health insurance plan

Changing from Medicare advantage to a supplement

My dr will not accept my Medicare advantage ppo plan after this year. I want to go back to regular..

I signed up for long-term care over 10 years ago now when I look at my policy, it looks like it’s a $100,000 life insurance policy. What the heck happened

I signed up for long-term care insurance and now when I look at the policy, it says $100,000 of life..

Home insurance

Any idea home insurance low prices thank you

Pension/longterm care

Why is it that you work your whole life and earn a pension but when you need to be placed..

Long Term Care Insurance

Hi Terry. When it comes to LTCi, how long should the benefit period last? I understand the importance of adequate..

Term life insurance?

Terry, on today’s John Williams show you discussed getting term life insurance in case you need it. I think it’s..

Sale of rental house

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

Insurance policy paid automatically from IRA gains

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

Medicare

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

Are annuities a good investment?

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

Retirement

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

Social security part D

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

401K allocations

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

Dental, vision for seniors

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

Get Married to avoid IRMAA Premiums?

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

Request reconsideration non-medical of IRMAA decision

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

IRMAA

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

money

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