Financial Planning / Retirement Questions

What do think of the company “Facet” for retirement planning? My husband I have 6M+ in retirement assets and are..

Hello We’ve been with Chase for approximately approximately fifteen years or more we had Ira’s and last year we inherited..

What’s the best way to go for a 6-year old. I’m re-doing my Trust and would like it to read..

Hello Terry, my wife and I are 63 and 65 respectively with $1.3 million in investment retirement funds. We anticipate..

Hi ! Gen X living with my awesome retired Mom while she is going through some medical issues. I signed..

Do you have a list of suggested fiduciaries in the North suburbs of Chicago? I could really use trusted advice...

When it comes time for me to start RMDs will I be notified in anyway by my IRA/401k administrators? And..

I am 77 my wife is 75, we have a Mortgage of $70 k at 6.49% approx $700.00 per month..

Terry: Your last two columns caused me to hyperventilate and gave me an anxiety attack, I had to talk myself..

I am a healthy (no HTN, no CVD, no T2DM) 64, 8month yo female. Northwestern mutual calculator had me living..

how much should a fiduciary charge for financial services

I retired April 30, 2024 from Northern Trust Bank. My 401K is still in NT’s plan held at Fidelity. You..

When is an annuity a good thing? How do my beneficiaries handle annuity when I pass on? Those Will &..

I’m 73. Still working part time. I have a 401k through my employer. I have about 1 million in investments...

I have an ITA CD with Discover Bank which is being taken over by Capitol 1. I want to roll..

I am almost 64 years old. I work full time and make $165K per year. I have a traditional IRA..

My friend Sondra is 82 years old. She is in a condo with a mortgage remaining around 85K. I think..

Trying to determine tbill strategy for 95 yr old mother, who just sold her house, in assisted living. She loves..

best way to reinvest money from 401k .

Need the info selling Mom’s house when she passes away. My cable went out and didn’t hear your answer.