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I went to the ER plus one night observation a few weeks ago and just received my bill. It was 32K(!!) but the amount they say I still owe is $450. I have Plan G (not the high deductible) and have already paid my deductible (I think it's about $226) It's not an itemized bill, just one page so...

My husband will be 70 in April 2023. He currently has his supplemental Plan F through United Healthcare. He just spoke to someone at Alight (formerly Aon) through his prior megacorp during open enrollment and was told that they do not have the prices yet for January and may not until next...

My husband came to the US as a kid in the 60's. His first name was unpronounceable and his family unofficially changed it to "John"at about age 7. He has gone by John all his life--college, drivers license, work, pension, 401K, brokerage, checking accounts--everything except his passport and SS...

My dad bought a lot of savings bonds for my kids, mostly $100 so a lot of bonds, not a lot of money. I read that the person that buys them pays (he has been gone 10+ years) and another site says it is the recipient. But on some of the bonds it has my kids' names but my SSN. Some were bought...

Bought a small condo in 2013 and have been renting it out. In 2016 I had the shower redone (30+ year old condo), cost about 3K and a "refresh" on the kitchen--new countertops, sink, etc. (about $1500). I'll call these the "refresh." Well the new shower leaked so in 2021 I had the bath...

I booked an Iceland flight several months ago through Delta but I don't remember if they required a passport number at the time to book. Mine expired and I received my new one today. But I can't find anyplace to input my passport number online or on the app. I googled it and there are answers...

I didn't realize mine had expired since I didn't need it last year... So I sent it in to be renewed on 4/22-non-expedited; then decided two days later that I want to go to Iceland. I called yesterday to try to get it expedited, long wait time; so I opted to have them call me back. I had called...

We transferred a significant amount from mutual funds to the stable value fund within my husband's traditional 401K from his former employer. Inception date is 1974 so it's been around a long time and average is about 2.5% for the last 10 years. We did this late last year but have had money...

DH has about 1.5 mil (or had that amount last week) in his traditional 401k. I have about half that in a traditional 401K and IRA. We have much smaller amounts in Roths. DH is 66 and I am 62. Also getting pensions and SS. So I'm thinking of finally starting some Roth conversions. Our...

My DH was ready to sign up as he is retiring at the end of the year. He is 65 and will turn 66 in March. He plans on taking benefits effective January (two months before he turns 66). According to the SS site where he is logged in, it says at his current age --65 he will get $150 less than at...

We've been saving for 40 years, now trying to figure out the best way to get our $ as DH will be retiring at the end of this year. I want to move approximately 60K per year from our Fidelity 401K to an online savings bank. Gross amount will be 80K and will have Fidelity withhold 20K in taxes...

DH FRA is in 2019. He is considering retiring in the next month or two. I thought that he could not take SS in 2018 since he is above the income limit for 2018. But in my Fidelity newsletter today it said-- Tip: You should also be aware of a special rule for the first year of retirement...

Learning the hard way on this, thought I did everything right. So we're going to Europe in June, paid for the flight in January, then hotels, etc. We will self insure the flight, hotels are refundable up until a few days before. I always got med evac insurance through Medjet Assist and will...

DH starts Medicare soon and we just passed the MAGI threshold by 2K so we have to pay about $700 more (Part B and D) as it is based on our 2016 taxes. Getting ready to do our 2017 taxes and expect our income to be about the same as 2016. He is an employee so I can increase his 401K for 2018...

I have some CDs in online banks but I'm thinking about changing my emergency fund over there. (not CD) Any issues with them? Haven't touched it in at least five, maybe ten years and it's sitting in Chase at 0.03%. I realize it is there just for emergencies--but we could cover most outside of...

We're thinking of doing a Spain/Portugal tour next year. We've been to Europe several times but also thinking of having a company do all the planning for us. Globus seems to be considered a good one. Any others? Did you have to use them to get to/from Europe? We were thinking of adding on...

Haven't seen anything about him here for awhile. Ready for the controversy! Recently someone called in and said they have $2 million in savings and her husband wanted to buy a $150K motor home/RV or something like that. Our savings are similar plus a pension and later SS but I would be...

Looks like my 64 year old DH is being pushed out after 13 years. Company has about 7000 employees and they started about a year ago with the high-paying hotshots and has now worked down to him-mid level management. Funny he just got a 5-figure bonus in January because he was doing so great and...

I'm thinking of pulling the trigger on the mortgage. Our stocks/mutual funds/ETFs, etc are up about 80K since the beginning of the year. Mortgage balance is 70K. I was thinking of taking 30K from my 401K which I would have to pay tax on (and net about 20K) and 50K from from Roth/taxable...