Financial Planning / Retirement Questions

Hi Terry, I’m 61 yrs old with a pension benefit from my job, which I left 29 years ago. I..

My wife’s former employer has notified her that she may start receiving her pension. She may take a lump sum..

I had contacted an Elder law for consult on making application for future assisted living. They are asking for $375...

My wife and I will be retiring soon. Our combined retirement nest egg is 1,100,000. We are looking for a..

Terry, I have read, or received some various opinions from Financial Advisors as to when to claim Social Security benefits...

My husband and I both work full time. We are in our late 40s. We have one child in college..

Hi Terry, My husband recently found out his company is ending the pension benefits at the end of the year...

My sister had a severe stroke in July although she is making small steps in recovery of her speech and..

Hello Terry, I have the opportunity to take a lump sum payout of a pension from a previous employer. My..

My son received his brothers IRA upon his death . He rolled it over into an IRA he wants to..

I inherited and IRA from my dad when he passed away; do I have to take the yearly disbursement or..

Hi Terry I am a single 55 year old with a pension from a previous employer currently at under $10k...

At age 43 about how much should I have saved up in total (401K + IRA + Savings + ect….)..

Terry – recently on the WGN Morning News you made it sound like taking social security at 62 was a..

Hi Terry, I’ve been working for a small business for the last 15 yrs that does not offer a 401..

Hi Terry coming up to age 59 1/2. Would it be wise to pay off my mortgage with part of..

If an IRA or 401k goes to beneficiary upon death and should not be included in a revocable trust, couldn’t..

Hi, I will be 67 in October and am working full time. I contribute to my 401K and contribute enough..

I recently dropped the percentage of withdrawel to my 401k to accelerate the payment of a debt from emergency work..

Hi Terry, I am 63, recently retired. Our household expenses are covered by my husbands investments, which are substantial. I..