Financial Planning / Retirement Questions

I have $2mil in my retirement account, mostly in equities, no debt, no mortgage, $180 Thousand in savings for traveling,..

Terry, I am 55 and plan to retire in 2 1/2 years. I will have a pension through TRS for..

My wife and I are 74 years old and have a sizeable HSA account which I funded before I retired...

I’m 67 on Social Security, my wife is 65 on Social Security disability. If one of us dies before the..

I was just notified that my very well funded pension plan was beginning the process of terminating and transferring to..

My wife is retiring at 62 and her retirement will cover health insurance + about $1500/month in cash. She also..

Me/wife both 74. Retired 6 yrs. substantial 50/50 deeply diversified, balanced, mutual funds portfolio. Comfortably live off less than 2%..

I was in public education for fifteen years and paid into the Teacher Retirement System (TRS). I have been working..

Hi, I’m 67 and currently working full time but not sure when that will end. I could be replaced at..

Terry, My wife and I are retired and our investments are with TD Ameritrade. They are actively managing our accounts..

I turn 62 in may 2020. Would it it beniefit me to collect my ss benefits? Also will I be..

My social security is greatly reduced because I have a pension with the city of CHICAGO. Is it possible to..

I am 63, my wife is 64. I lost my job during the summer, with severance pay through the end..

Hi Terry, My daughter was a teacher at CPS and had a 403b through Valic. She left CPS after 10..

I asked the brokerage firm with my 401K about best interest pledge, he stated the the company (Wells Fargo) will..

Even Tho I am still working Full time, Social Security said that I am eligible for Benefits. I can’t get..

I live in California. 64 years old.married . Still owe $395,000 on home with 4.1% interest with a maturity date..

Hi Terry, My husband and I have 2 of our IRA’ s with Fidelity portfolio advisory services for years. I..

Terry We, my wife and I, have a Financial Planner and are happy with the conversion of our 401ks into..

My question has to do with estate documents. A little bit about us. My wife and I live in Chicago..