Financial Planning / Retirement Questions

What type of lawyer do I need to get an revocable trust and who do you recommend

I am a city employee with a pension and deferred compensation plan. I plan to retire in 5 years. I..

Hi Terry love listening to you and John what’s an average fee I should expect to pay a fiduciary advisor?..

My wife and I are both 75 and feeling comfortable with our retirement accounts and feeling financially secure. Our RMDs..

Terry, what books would you recommend for researching setting up a will especially for New Jersey residents. Thanks.

I am 91 and my wife is 89. We live in our mortgage free home. Our gross income i( $80.000)s..

I have a 401k about $40,000 I have a charge card bill about $19,000 interest rate super high I just..

Hi Terry, after hearing you on with John today, I have a question. My Mom moved into assisted living a..

Hi Terry I appreciate how you share your expertise on WGN radio, it’s always enlightening. I’m concerned that we’re overpaying..

I would like to know what to do with a life insurance policy that will be paid to me $100,000..

I am an 88 year old mother and grandmother… I need a reasonably priced attorney near 60525 to assist me..

We want to give our children an amount above the yearly gift exemption. We know we will have to file..

I recently paid off my home. Recently lost my husband, now I want (5) Grandchildren to have the house when..

Do I need a firm that deals with my Ira and 403b regarding RMD withdrawals? I have a CFP with..

There are supposed to be financial advisors who charge by the hour instead of a percentage of your assets, but..

When meting with a fee only fiduciary advisor, does his fee go up yearly as hopefully your assists increase? According..

My husband and I (both age 72), and our children, are in disagreement over whether we need a trust or..

We have a mortgage of about 95k left. We are 57yrs old. The rate is 6.75%. I have an inheritance..

I am considering using a retirable advisor. Your thoughts, please. I have heard you speak of wealth. Thank you.

Hi Terry, I know you are an advocate for fee only fiduciary advisors. My wife and I currently have about..