Ask Terry Questions Retirement/Investments

Retirement/Investments

By Terry Savage on July 22, 2024 | Financial Planning / Retirement

Full disclosure- completely retired since 2013. Great pension from TRS. Wife also retired from State Farm. She has. 401K. I do not. Besides my pension I also have a small pension from teaching at Eureka College. We have approximately $ 40K in the 401 K. We pay off credit card debt each month. Have never used a financial planner (should have started 20+ years ago). We are both 74. Start?

Terry Says

Absolutely.  This is the perfect time to get unbiased, fee-only FIDUCIARY advice.  Use this link to be matched with one or more planners you can trust.  And please write back and let me know about your experience.

Recent Financial Planning / Retirement Questions

money

ASK TERRY

a personal
finance question