Financial Planning / Retirement Questions

Terry- I am very interested in trying the Maxifi Planner software for my personal needs. Do you know of any..

Where can i find the video you discussed in your 6/8/25 newspaper article? Difference between will and RlT

What type of a professional would I look for to help guide/advise a young couple with 3 children who are..

I’ve taken any extra money I have in my checking acc’t. yearly, and put it in CD accounts to protect..

I am 58, married with grown children. I have a financial planner who has helped me with my retirement planning...

I live in Florida. Florida allows Lady bird deeds. Your thoughts?

My father passed away and he had a traditional IRA of which I was a beneficiary. I disclaimed it to..

Hey Terry, Is it a good idea to roll over my IRA, $100,000, into a four year CD, at 5.3%..

I am 69 years old. I have $200,000 in a traditional Ira. How do I avoid having to pay more..

I have an annuity through my union. I’m a retired electrician. Knowing that one can only contribute to a Roth..

Last year I inherited an IRA from my mother after her death and I deicide to maintain the account at..

I have a traditional IRA with Morgan Stanley Is there a way to avoid the required withdrawal when I reach..

We are 66 and 73 years old. We have a $360k mortgage. It is 6.9% interest Should we try to..

You mentioned sometime back about a different type of will other than a trust or conventional and stated it was..

I don’t have a lot of money saved for retirement. Is buying a 2 or 3 flat building a good..

My financial advisor wants to place 1/2 of my investments into a fixed index annuity. I told her you were..

I just opened a Roth IRA with Fidelity. I’ve invested in some REITS like KIM, KIM and VNQ and ETF..

Does capitol gains need to be paid when gifting the profit to grandchildren? Any thing special to be done ?

I am 77 years old and have my investments with Edward Jones. 100% in Equities. My husband said he read..

Terry: I have a special needs son and I am setting up a Special Needs trust. also, a trust for..