Financial Planning / Retirement Questions

I am thinking I should convert some of our 401K to a Roth before year end so we can take..

Terry, I’m a73 year old retired city of Chicago employee with a fixed 457 (b)defered comp account through the City..

Hi Terry- I subscribed to Maxifi Planner. I filled out all the information to see if a Roth conversion makes..

I’m wanting to take a withdrawal from my TSP (thrift savings program) to supplement my pension because I did not..

I turn 73 in 2026. Do I need to wait until my actual birthday in 2026 to take my RMD..

Hi, I am on SSI Social Security disability. I turned 65 in November. Is it possible to get both SSI..

Can you please explain what are bank notes, that many on the Saturday morning radio shows keep pushing? They claim..

My wife and myself have IRA’s that indicate each of us as primary beneficiaries with contingent beneficiaries for each others..

I am 75 and still work part time (making about $23,000 a year). I am taking my RMD from my..

Hi Terry, I saw a video about leaving your house to someone without going through probate and not having a..

I had a Will and Trust completed when I lived in Florida. Now I’m lving back in Illinois. Is my..

Hi Terry, I’ve inherited 579 Shares of Allstate Stock and 121.50 shares of Discover (Now Capital One) stock with my..

In building our retirement nest egg, dollar cost averaging with our investments worked very well! Is there a similar approach..

Is a handwritten will legal in Illinois?. If not, how do I find a lawyer to write one for me

My company is transitioning our pensions to an insurance company and giving us eligible employees a one time option to..

Need an Estate planning Attorney in Wheaton Area . Do you know anyone there

I have recently been widowed (May 1, 2025). I feel I need a financial advisor. I see Pam Krueger pop..

I am 51 years old and previously worked as a teacher for the Archdiocese of Chicago. I have a 403B..

My company is requiring a employees to cash in their pension. I am 64 and not yet in a position..

Hi Ms. Savage, I am 62, married, with one adult child in grad school. I have a mortgage of 240k,..