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June 9, 2024
“I am comfortable. I retired four years ago. I don’t drink much alcohol.”
June 1, 2024
“Mom recently had a heart attack and isn’t as sharp as before, and no longer can drive or live independently.”
May 31, 2024
“She owns the home in her name only, and has a pension and Social Security. He has a 401(k) and Social Security.”
May 26, 2024
“We met several times in person, and he explained that once I gave him the money that I could trust him.”
May 21, 2024
“I’m 50 years of age and only have $45,000 saved.”
May 18, 2024
“I was thinking about cashing it out, and using the money to max out a SEP or Roth IRA for the year. Can I max out both? Or only one.”
May 17, 2024
“When one friend made a fuss over wanting to fly business class, I threatened to cancel completely.”
May 3, 2024
“The biggest surprise when we got married was that my husband’s family saw me as a paycheck, even though they are all educated.”
April 30, 2024
“He has $1.2 million invested. I have close to $5 million in investments.”
April 27, 2024
“When she died, we were told by her attorney that we were responsible for the taxes and property insurance during the time when the life tennant lives in the home.”