Tick-tock…the tax-filing deadline is upon us. For those of you who love to work under the pressure of a deadline, it’s game time. For the rest of us, there are plenty of financial topics to keep us occupied! Keith started the show with a great question about long-term care coverage – there may be an easy way for him to reduce his annual premiums.
Steven and Billy are both starting their financial journeys and we discuss the perils of jumping into commitments (financial and romantic!) too quickly.
Veronica and Jun have each just had babies and need help with withholding and education funding.
Dario, David, Lou and Stuart need guidance with their investment allocations, which led to a discussion about paying for financial advice.
Finally, Ginny called to ask about her 7 annuity contracts…you probably be surprised at my response!
Thanks to everyone who participated and to Mark, the BEST producer in the world. If you have a financial question, there are lots of ways to contact us:
- Call 855-411-JILL and we'll schedule time to get you on the show LIVE
- Send an email: email@example.com
- Tweet me: @jillonmoney