Financial Planning / Retirement Questions

I am a healthy independent 78, single, no husband/partner, no children. My estate includes a paid-for condo, car, IRA’s, cd’s,..

Hi Terry, Love your walkup on Lisa’s show. I was laid off and my last day was 1/31/25. My last..

Hi Terry, My husband and I are currently working full time and collecting SS. Is anything changing in 2026 for..

I am selling a rental property and should net about $200,000. Should I pay off my personal mortgage of about..

I’ll be 60 in November and have about 1.75 million in 401/roth. I’m basically maxing out my 401k and getting..

When I turned 75 last September my life insurance became too costly to continue it. It would have gone from..

I am a 78 year old retired teacher receiving a pension and have plan F for insurance. My pension board..

Hi Terry, We recently sold some property, and we have about 1.5 million. My husband is 76 and retiring, and..

I currently have 7% tax taken out of my monthly SSI payment. I get $3019 per month. Should I have..

I am 78collect SS I would like to ask Jan to marry me,Jan is 72 she has Illinois teacher pension..

My husband and I set up a trust about 15 years ago. It included a will and medical instructions if..

On Wednesday June 25 you identified a source for information about Roth conversions on the John Williams show. It was..

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..