Questions We Can Help You Answer:
1. I am ready to retire and I have money in my 401K or 403b, how do I turn those 401K monies or 403b monies into a maximized lifetime income stream?
2. I have just sold my business and retired. My retirement funds are set and secure, however, how can I turn CD cash into tax free income for my children when I die.
3. I am a teacher about to retire on teacher retirement checks. Will I draw Social Security? Will I get my spouse's survivor benefits from Social Security?
4. If I enter into a 10 year fixed annuity contract, what happens to that money if 5 years later I die?
5. My spouse has just passed away and has left me some substantial life insurance proceeds. How can I use that money to fund my own retirement future?
6. I have inherited monies from my aunt. I want to maximize the monies but I am afraid to invest in the stock market. Are there other options for me?
7. I have term life insurance, so why do I need Indexed Universal Life insurance?
8. I'm a school teacher and I know that TRS allows me to do a partial lump sum option which allows me to move some of my money out of my TRS fund Why would I do that?
9. I don't understand the answers Social Security gives me. I am about to retire so can you help me?
