Posted on September 13, 2016February 16, 2017

Q: Should I get a reverse mortgage? A: Generally, we do not recommend reverse mortgages for our clients as it is a… Read More

Posted on April 3, 2016May 19, 2016

Q: My husband will retire in August 2016 at age 70 and begin collecting on Social Security. I am 61, turning… Read More

Posted on February 29, 2016May 19, 2016

Q: What are the pros and cons of fixed annuities? A: Generally, fixed annuities are good investments for someone who has… Read More

Posted on February 29, 2016May 19, 2016

Q: I cashed out of an employee stock purchase (ESPP) plan through my previous employer in 2015. After that, I placed… Read More

Posted on February 1, 2016February 9, 2016

Q: I just received 3 CD’s as a bequest from my dad. Will I have to pay any taxes on this… Read More

Posted on January 26, 2016May 19, 2016

Q: I have a small pension with a department store that I worked at part-time. There are several payment options. For example… Read More

Posted on January 26, 2016May 19, 2016

Q: I just utilized your Social Security Optimizer on the website and I have a question. In the recommended solution section it… Read More

Posted on January 26, 2016May 19, 2016

Q: I was a federal employee and did not pay into Social Security while working for the government. However, I was… Read More

Posted on July 23, 2014

Q: I’m employed full time in a sales position. My employer has decided not to offer a 401K anymore, so… Read More

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