Insurance & Annuities Questions

Good morning, I’m 64 and a few years away from retiring. My wife is 61 and not working outside the..

My husband and I are 62&63 years old he is still working. We currently have approximately $300k in annuities through..

With the current administration I have become overly cautious with my funds in the stock market. I have a $3M..

I am 73 years old and have been on Plan F since 2015. The price has risen quite a bit..

I had a virtual meeting with my fidelity advisor today. I have a significant amount of cash in their premium..

Terry, I am turning 65 in May 2025. I have registered for Medicare part A as required. I plan to..

If our doctors and hospitals accept Medicare as full payment, why buy a supplemental?

Will I need to pay more to receive Medicare benefits, if I haven’t fulfilled the recommended quarters to qualify for..

Hi Terry, I turn 65 in October and will be signing up for Medicare. Retired first responder. Pensions of 6k..

I am a widow so on the Income form, of course, I only have 1 dependent. Me. When my husband..

Hi! I’m 65. Have TRS retirement pension. Am eligible for social security as well. I was going to wait but..

My Husband will be losing his job in June, which means we won’t have his health insurance. We both have..

Miss Terry: Is there a penalty if you don’t sign part A at 65. My brother is still working with..

Hi Terry, I am 57 years old and work for a township that has IMRF. I will be vested in..

Should I invest in an annuity to regulate my retirement money?

I have a $250k term life insurance policy that the premium goes up every year ! The premium is getting..

Turn 65 next year in June, someone told me I have to STOP putting money into it 4 months before..

I have been on Medicare since 2006. At that time, Plan F was the best. This year, since I am..

Hello Terry, My husband has a small annuity he took out in late 80’s with Knights of Columbus when working..

I took a loan against my life insurance policy about 10 years ago. Wasn’t in the position to pay back..