Search results

Hello, I was looking at the possibility of putting money into an annuity based on a calc I saw. It would be non qualified, for sure. Used for retirement payments. My issue is this, and maybe I'm dreaming... 1. I can't find one, or at least nothing 20 years term and do I need an advisor or...

Hello, we currently have IRA plans with an "advisor". I seem to do much better without "advisors"... Long story. Anyways how do we go about getting control of our accounts to not pay a fee anymore? Or if we begin to draw off one using the 72t I assume we'd still be paying the advisor. Any...

Hello, If a spouse is 12 years younger how does it work for spousal survivor benefits if the younger spouse is not 62 yet? Do they lose the benefits or does it go on hold until 62 or something? If they do get benefits does it stay the same as was being collected? Thank you.

I'm looking at life insurance now that we've been out of work about a year . What makes sense for a couple with ages 44/55? I'm wondering if SS won't payout until either is 62, would it make sense to get a larger plan? I'm 44. Even if spouse makes it to 62 and if SS is available if anything...

Looking for ideas to either earn monthly income or even 6-12 months. Basically I've not worked since December and have a very conservative portfolio. In this and future markets I guess it's a gamble either way. I'm very naive about finances so I'm just looking to expand on my livable money...

I'm still looking for a new investor and have a meeting with a potential new one, but the main thing is how would I prove the current person has been unethical and or is there any recourse? Thank you.

Hello, I introduced myself last week and I have recently pulled most of money away from an investor that over years was doing me no good at all. Now, of course I see there are stock market games happening and though I have some money I don't understand it at all. I mean it literally is...

Hello, I have looked at this site for about a year now on and off and I have gone through some life changes the last couple of years and in 2020 I was going to buy a different home and did not and always have a desire to do better in life. I'm 42.5 YO. Wife is 54. Both make about the same...