Financial Planning / Retirement Questions

Hi Terry. My husband has $100,000. We have no credit card debt & about $110k left on the mortgage at..

I signed up with a fiduciary advisor last November 2019, we transfer some of my accounts from Fidelity to Schwab...

Okay, let’s try this. I’m 71 years old and I have already received (1) one Required Minimum Distribution from my..

Hello Terry, My wife and I are both in our mid seventies. My wife was just let go by her..

Hi Terry – I am a 71 years-old retiree who has been receiving RMD monies from my pension and 2..

We refinanced 2 or 3 yrs ago w/current mortgage holder as int. was 6%. Easy process, no fees, no appraisal,..

I have a pension in the amount of 6600 with a company I previously worked for. Can you tell me..

Hi Terry, love to see you on Chn 9. Keep up the good work! I’m 70 and retired and have..

I receive a cps pension since2010. NowI substitute In the suburbs and Chicago. Chicago is paying me $40. 00 Per..

My mother recently passed at 90 years old, and, as her executor I’ve been reviewing all her financial accounts before..

Hello Terry. I am employed and so far I am not in jeopardy of losing my job. I am prioritizing..

I’m age 65, hoping to retire at 67. My financial advisor recommended I convert some of the money I have..

Will the RMD for an IRA be waived for 2020; I would prefer to keep that amount in my account.

Terry, I’ve been retired from AT&T for 10 years and have been in good health with a part-time job at..

I’m selling my home What should I do with the money. I will get about $130,500 for the house. I’m..

Hello Terry, appreciate all the good advice you give on your website! Husband retires very soon. He can either receive..

I’m 66 yrs old and drawing unemployment benefits. I have cashed out my 401K ($10,000). Should I let IDES know..

If i deposit my stimulus check in my Roth IRA, will i be able to take a tax deduction for..

I’m 73 and I got a letter from the government saying I have to withdraw a certain amount of money..

Hi Terry, I’m at FRE and have considered retirement. Modest savings and other income makes it feasible. Am employed full..