Financial Planning / Retirement Questions

Hi Terry…I reached Full Retirement Age. Do I need to know anything before I apply to start receiving benefits? Thanks

Terry What is your recommendation? Should the primary beneficiary be the spouse then the children per stirpes OR Primary be..

I’m retiring now, should I rollover all my 401k to a new custodian like Fidelity?

Hi Terry! Could you explain what the buy-ins (minimum $250,000) are all about at senior living facilities? I have heard..

Can these documents be done online: Transfer of Death, Living Will, Durable Power of Attorney, Power of Attorney for Healthcare,..

I’m a healthy 79 yr old and had invested with a bad financial advisor. I recently switched to a new..

I am considering cashing out an annuity account, taking the surrender amount, and want to roll it over into a..

Good afternoon Terry, I am currently receiving a civil service pension after retiring from the U.S. postal service. After my..

Hi Terry, I contribute the maximum amount allowed on my employers 401(k) and Roth 401k. I also contribute a certain..

Hello Terry, I have a full-time job but also work as a freelance musician during my spare time, which generates..

I’m a federal employee still working turning 65 in June. When I retire I will be able to keep my..

How do I check the credentials of a financial planner

My wife and I have recently experienced an unexpected financial windfall when her only brother passed away unexpectedly and left..

Thank you ahead of time! I’m going to retire any day now, however I was thinking of converting 401k to..

I am a 67 yr old divorced female employed full time with medical benefits Retirement goal is about 70 yrs..

I moved half of my savings $ 1.3 to MS being managed, and $500k under my control. I am 60..

Hi Terry, My husband will be retiring in 2025. We are both in our 50s and need to find a..

Both my husband and I are 58 and retired, on good pensions. Our home, valued at over $440,000 will be..

Hello, Terry. I have $50,000 matured E savings bonds and have to take $15, 000 RMDs. I’d like to get..

I’m 70 years old and have a retirement fund at work although it is not a 401(k) it’s mutual funds..