/ Financial Planning / Retirement

Financial Planning / Retirement Questions

irs 7000 tax credit for not taking ppp money

My wife and I own a small tech company and have never qualified for any government help my brother said..

social security

HI, I will take my social security at 70. It will be about 4200/month. My wife is 6 years younger...

Roth IRA contributions in year of retirement

If I continue to work through the month of January 2022 and then retire, can I contribute the full $7,000..

Roth IRA Account Question

Hi Terry, I am going to contribute $7000.00 into a Individual Roth IRA for 2021. I am 62 years old...

Financial Planner

Terry, Is a Financial Planner worth the cost? And what should I expect to pay? I have a 401k ($500K),..

A little bit of this and a little bit of that

Hi Terry. I have $20,000 I want to grow some money on. I have no clue where to start. It’s..



a personal
finance question