Financial Planning / Retirement Questions

Hi Terry I am 67 years old . Thinking of retiring next year , last year I moved a good..

Hey Terry, my dad is currently 91 years old and is beginning to have some medical problems. Sometimes he is..

I am retired and have two 457 deferred compensation accounts and one IRA account. I would like to roll over..

Several years ago (1994) my husband put approx. $4,000 in a flexible premium deferred annuity (type-IRA). He turned 70 this..

I’m a 61 y/o female, single working FT making 70k. I have a HEL with a balance of 70k. I..

Terry- I am very interested in trying the Maxifi Planner software for my personal needs. Do you know of any..

Where can i find the video you discussed in your 6/8/25 newspaper article? Difference between will and RlT

What type of a professional would I look for to help guide/advise a young couple with 3 children who are..

I’ve taken any extra money I have in my checking acc’t. yearly, and put it in CD accounts to protect..

I am 58, married with grown children. I have a financial planner who has helped me with my retirement planning...

I live in Florida. Florida allows Lady bird deeds. Your thoughts?

My father passed away and he had a traditional IRA of which I was a beneficiary. I disclaimed it to..

Hey Terry, Is it a good idea to roll over my IRA, $100,000, into a four year CD, at 5.3%..

I am 69 years old. I have $200,000 in a traditional Ira. How do I avoid having to pay more..

I have an annuity through my union. I’m a retired electrician. Knowing that one can only contribute to a Roth..

Last year I inherited an IRA from my mother after her death and I deicide to maintain the account at..

I have a traditional IRA with Morgan Stanley Is there a way to avoid the required withdrawal when I reach..

We are 66 and 73 years old. We have a $360k mortgage. It is 6.9% interest Should we try to..

You mentioned sometime back about a different type of will other than a trust or conventional and stated it was..

I don’t have a lot of money saved for retirement. Is buying a 2 or 3 flat building a good..