Insurance & Annuities Questions

I have a Whole Life insurance policy with a face value of 85,00.00. I allow the interest garnered each year..

I have been maxing out my HSA deduction each year to get the pretax benefit. I am 62 and plan..

As suggested we purchased Long Term Care Insurance for my wife and myself in 2012, when we were in our..

Hi Terry,I read 2-3 times that if you have been collecting SS for 4 months,you will be auto-enrolled in Medicare..

My wife and I read your article on creative funding of LTC insurance with great interest. We actually have such..

Terry on WGN said to get out of Medicare Advantage Plans, WHY?

Hi there Terry! I was wondering what your thoughts are on this product. I saw an article from 2018 on..

Terry, My wife just turned 65 but is still working full-time. She has medical insurance through her work. Does she..

I listen to you on WGN, and want to be sure of possible penalties. I am retired and turning 65..

I am turning 65 in August and have signed up for Medicare. Can I still contribute to my HSA for..

Hi Terry, I’m interested in the value of obtaining long-term care insurance at this point in my life. I’m 69..

My IRA is in an Axa annuity. I’m only allowed a minimum withdrawal each month. Is there any way I..

I am a single male with no children. If a Single Life Annuity ($2,300 monthly) is selected and I die..

Why should we buy life insurance?

This is a follow-up to a question I asked on WGN regarding Medicae Part D IRMAA premium charge of $233.10..

I am turning 65 soon. I am currently employed with healthcare and don”t plan on retiring until I reach FRA...

I’m curious if you think this is adequate health coverage for my spouse and I as we’re aging: Medicare A..

I read your article regarding rolling over money from an IRA into an annuity to fund Long Term Care Insurance...

Thanks for that article. It got me thinking and researching. Turns out that due to my medical history, I probably..

Years ago I bought multiple different long term care policies(Aetna, Genworth, Mass Mutual, and now my spouse (62)has early dementia..