Financial Planning / Retirement Questions

I am almost 64 years old. I work full time and make $165K per year. I have a traditional IRA..

My friend Sondra is 82 years old. She is in a condo with a mortgage remaining around 85K. I think..

Trying to determine tbill strategy for 95 yr old mother, who just sold her house, in assisted living. She loves..

best way to reinvest money from 401k .

Need the info selling Mom’s house when she passes away. My cable went out and didn’t hear your answer.

Hi Terry, Where did you say we could read about your strategy of putting 4 years of RMD distribution into..

My husband & I are retired in our 70’s. We have house, condo, boat plus liquid assets in stocks &..

I am 69 and have $1.2 million in my IRA accounts. Should I consider converting some funds annually into a..

My 401k provider (Empower) is recommending transferring my 401k monies to a IRA within their fund. In exchange, I would..

Also, We added our 2 sons to equal ownership of Michigan property. My husband and I and each of the..

Terry, My husband and I each have a Revocable Living Trust, wills, POAs, POAs for healthcare drawn up 25 years..

Hello Terry – I have read your cautions about using online DIY sites to create your own will or trust...

Hi Terry I listen to you on WGN every week and have a question. My siblings and I are selling..

I received $35,000 from my mothers Trust and Will. I have only one credit card that I use and pay..

What type of lawyer do I need to get an revocable trust and who do you recommend

I am a city employee with a pension and deferred compensation plan. I plan to retire in 5 years. I..

Hi Terry love listening to you and John what’s an average fee I should expect to pay a fiduciary advisor?..

My wife and I are both 75 and feeling comfortable with our retirement accounts and feeling financially secure. Our RMDs..

Terry, what books would you recommend for researching setting up a will especially for New Jersey residents. Thanks.

I am 91 and my wife is 89. We live in our mortgage free home. Our gross income i( $80.000)s..