Financial Planning / Retirement Questions

if i wanted tax advise ,would i still see a financial advisor

My wife is opening a Treasury Direct account. We have our checking account with Chase Bank. At the suggestion of..

My husband is 12 years older than I am (he’s 55, I’m 43). He makes double what I make but..

I am 83 years oldI have a trust set up to leave my son a half a million dollars in..

What is the cheapest way to add my children to the title of my house in case of my death..

My home is paid off. I was thinking about a pod for my children. As for my bank accounts I..

Hi Terry I’m looking for an estate planner and an attorney to do a will close to me, I’m wondering..

iam 62 year old i recoeve social security Disability I would like to know if I draw my now with..

Dear Terry, I have read your column and watched the video on this subject. I’m prepared to buy the software..

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..