Financial Planning / Retirement Questions

Help , I am 63 years old and I have $28,000 in a Roth IRA from work and I invest..

What questions should I ask a Fiduciary Advisor before I hire?

I am 63 years old, 8 years in to a 30 year mortgage, owing $466,000 @ 2.99%. The house is..

Hi Terry I appreciate your work and learn a lot! I am 65 yrs old plan on working 6-10 more..

Hi Terry, My name is Ivan and I have recently retired at age of 69. I have 401K from my..

I have $900,000 in my 401k through ADP RS Merrill Lynch. These funds are in American Funds 2030 Target Date..

Hello. When i retire I will be getting a union pension and also have a anuity Whats the best way..

I am 65 and currently have $1.5 million invested in the market to IRAs and 401 cases. I have an..

I have about $750k in a 401k and about 391k in a pension. Will this be enough to live off..

Should I pay off my mortgage? I’m inclined to think so but please check me on this. I would like..

I recently retired and thought it would be wise to seek out a financial advisor so I used Wealthramp and..

Age 72, single, F, get $7,700 net monthly guaranteed pensions & SS; mortgage $115k (10 yrs left on 15 yr..

I am looking for an attorney to assist me to prepare a Will. I also would like to work with..

Terry: l recently ran into a situation which you may like to write about in your column. Many people may..

My Fidelity Advisor suggested I use their Fidelity Wealth Advisor Solutions. Fidelity gets paid to make these referrals which makes..

Good Morning. My financial advisor is my brother (sole sibling) with whom I have only had a “fiduciary” relationship for..

I’m 75 years old still working at the same company for 45 years. We don’t have a 401k but was..

My 45 year old son just received a pension pay out due to his company being bought & reorganized. The..

I’m seriously considering taking my full Social Security retirement benefits right now at age 67 and putting most of the..

Is trust and will as seen on tv commercials legitimate I’m a widow have daughters don’t have a will I’m..