Financial Advice Q&A

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Question

How do we refile for Social Security?

My wife and I both turn 66 this fall. She took an early retirement at 62 but only receives $232.00 per month. My estimated retirement is $23...

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07-14-2015 09:52 AM

Question

Where can I get help with a Social Security question?

Good morning, gentlemen: Where can I find an official source of information that will help me determine what spousal Social Security benefit...

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06-28-2015 07:30 PM

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Should I choose a survivor benefit option for my pension?

I am a retired sailor and current DoD civilian (under FERS). I have approximately $700K in life insurance coverage. If I am debt free and re...

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06-15-2015 05:26 AM

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What are rules for withdrawing inherited Roth IRA?

My wife is a partial beneficiary for her fathers Roth IRA. We are hoping to use the funds to facilitate a move into a place that better suit...

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06-12-2015 04:16 PM

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How do I allocate my TSP?

I am looking to gain some insight on my TSP. I was wondering if there is someone who could shed some light on the performance of the differe...

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06-08-2015 02:18 PM

Question

What do we do with an inheritance?

We are receiving a significant amount of money from an inheritance. Division of a bank account and sale of a home. Recommendations for depos...

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06-05-2015 04:47 PM

Question

Should I pay off my car before I retire?

I currently have a car loan with 15000 left. I also have a house with 99000 left. I could easily pay the car off out of my savings account. ...

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05-31-2015 10:32 AM

Question

How much house can we afford?

We are a retired couple with retirement income of $78,000, I have a 401K at $225,000 and investment property at $140,000. Our home is in ups...

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05-26-2015 05:32 PM

Question

401(k) or 457?

401k or 457? I have both, I put 3% with employer match of 3% on the 457 and 10% on the 401k, which of these will benefit me better long term...

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05-24-2015 08:22 PM

Question

Where should I put money set aside for taxes?

Due to circumstances outside my control I am forced to withdraw my TSP. I know they are keeping 20% automatically for taxes and I can have t...

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05-22-2015 09:14 PM