Financial Planning / Retirement Questions

Hi Terry, I am 56 and after working in the private sector for my entire life recently took a position..

Terry, I see a few, new to me, firms like Facet Wealth. What is your opinion of these types of..

Should we be converting 401k $$ to a Roth account? Spouse 70 just retired Myself 69 retired in 2025

Of our total retirement savings, what percent should we keep as cash (like in a money market, high yield savings)...

My wife and I are currently in the process of trying to set up an irrevocable trust . I have..

I have 2 separate retirement accounts, Morgan Stanley and Fidelity. I keep them separate rather than combining them into one..

Hi Terry, I retired this yr at 65 1/2. I’m thinking about taking my SSA when I turn 66. I..

Hi Terry, I am at least 4 years of from having to take my RMDs. Yearly I have been converting..

I,M AN 88YR. FEMALE WHO NEEDS A FINANCIAL PLANNER WHO IS LOCATED IN THE CHICAGOLAND AREA AND WILLING TO MEET..

Have my 401k still with the company I worked for 20 years…been retired 7 years…should I move that money to..

Hi Terry, I worked previously at MassMutual and now for Empower still employed. I met you years ago at MassMutual..

I have a sizable savings but all in a normal IRA. I continue to hear about conversion plans which in..

I have $700000 in a anuity through my union financial company and willbe receiving $5000 a month from my union..

I am 72 and retired. I was assigned a new advisor with my bank. What questions should I ask him..

I am retired and not working. Next year I will need to start taking my RMD. I have an inherited..

My 84 year old step mother has 85% of her portfolio in stocks. $4M+ She is enamored with her financial..

I just retired and moved my 401K to a IRA with Vanguard. I am not sure if they have “fee..

Terry, I am 79 years old and taking my required minimum withdrawals every year. Is there any way that I..

Should we take federal and state taxes when asking for RMD check. Also is 20% a safe number to take..

Can you give me the names of fiduciary companies that I can trust to help me manage not only the..