Financial Planning / Retirement Questions

My husband and I have separate Living Trusts.Is one Living Family Trust better and why?

My wife died last year, our home was in her living trust with me as benificiary. will the new value..

Hi Terry we have a financial planner who has been doing our investments for the past 37 years. We are..

Hello Terry, I enjoy your segments on WGN, My question is, I have a 401K Plan with Vanguard, when I..

I am 62, my wife is 58, I have two kids (twins)at first year University and one going in in..

Hi, Terry, I’m retired and 78 years old, can I rollover my RMD to my Roth IRA if I don’t..

My husband(69 yo) has never paid into SS as he worked for Cook County. His Monthly pension is $6300. I..

I am 63 and have been retired for 5 years now. I want to transfer/or 403 savings into something’s else...

If I have a Trust for the family, do I still need a POA and/or MPOA?

I used QuickBooks for 25+ years when my husband & I had rentals and a small business. Now, we are..

My daughter is 24 years old and working her first professional job. She opened up a 401 K. I’d like..

Hello Ms. Savage, My wife and I file our tax returns jointly. Our AGI exceeds the Roth IRA limit of..

Hi…love your columns and I listen to you all on wgn…..I read in the big beautiful bill that SS recipients..

My husband turned 65 this year. He is still employed and covered by his employer’s health insurance plan. He signed..

My Medicare enrollment in Part B and D and a United Health Care supplemental began April 1, 2025. Do I..

I was thinking of getting a Roth IRA for my Daughter and Son in Law for a Christmas present. Do..

I want to pay off my mortgage in one lump sum and to do so I need to use a..

I only have a house? Do I need a will? Is a will all that I need to give my..

Thank you for coming to Arlington Heights Library a few months ago, you have inspired me to think differently about..

Hello Terry, My wife and I are 65 years old and are planning to retire. My wife works for USPS..