Question: I believe I am a successful professional making around a half million dollars a year and also have about $2 million in savings....
Question: My husband is going into a nursing home, I am afraid we are going to lose all of our assets. Is it too late to do any planning?
Question: I am a self-employed medical professional and I over contributed to SEP. Am I in trouble?
Question: I have heard you say life cash value life insurance is not a good investment. Can you please clarify why?
Question: I heard that tax reform 2 is coming out. What is your opinion?
Question: I’ve worked for my company for 30 years and just got laid off. What should I do?
Question: I have an annuity and I want to roll it over to an investment for growth. Will I have to pay taxes on this change?
Question: I am getting ready to turn 65! Are there any specific things I should do to prepare financially?
Question: I have around a $10 million estate and currently have a will in place for when I die. I heard trusts were better, but I do not want...
Question: I am currently trying to max out my Roth IRA every year. Recently my company started a new simple IRA retirement plan and is...
Question: I took a $100,000 loan out of my paid up life insurance plan. I am thinking about taking money out of my IRA account to pay this...
Question: I recently transferred my IRA account twice within the same year to two different companies. Then I read an article that you can...
Question: My family has around $5 million and we are currently unhappy with our financial advisor because we believe he just wants to sell us...
Question: I always hear Ken Fisher stating that you should never own an annuity. Is this true?
Question: My two children are struggling to make payments on their student loans. Should I just take the money out of my retirement plan and...
Question: I recently read an article that market volatility is the new norm that we should get used to living with. What is your opinion on...
Question: I worked for a company for 40 years, when I retired I rolled my 401(k) over to a few different annuities at the bank. Every so many...
Question: I recently lost my husband. We have our lifetime savings in an IRA. He rolled over from his 401(k) and has a lifetime income benefit...
