Financial Planning / Retirement Questions

Hello Terry, My wife and I have about 1.3 million in our retirement accounts. We are currently with a private..

So I retired at 64, I have a 401(k) from my company have not started withdrawing yet I did take..

My mom is 96 and has several big C.D’s due in September. Since we don’t need the money at the..

Should you consider all living expenses when you set aside 3 to 6 months cash on hand? Is it 3,..

Hi Terry, I agree that it’s been a good long run for stocks. I am 71 and owe $15,000 on..

Hi Terry, I turn 70 in September, 2019. I understand that I need to start taking my MRD’s in April..

It seems my pension fund is in trouble and losing money for the past ten years . It looks like..

Terry, I have followed you for years. 4 months ago I pulled about 1/2 of my money from a Vangard..

Hi Terry, My wife and I are retired for the most part. We still work a little part time. We..

Would it be better at this time to take from our IRA than to apply for social security?

We are living in retirement but do not need the investment to live on. We have I million so do..

Love your column. Please plead with your senior readers not to wait until they are in their 90s to work..

What should a financial advisor sign concerning fees charged and advice given concerning investments?

My mom has a will leaving all possessions to her four children equally however the house on in her name..

Hi Terry. My husband and I are in our beginning 80’s, both retired. We are actually in an enviable position...

My husband passed away August of 2017. He didn’t have a will we just had a power of attorney for..

I’m 68 years old still working. Have 200,000.00 still left to pay. Can I collect social security while still working..

Hi Terry I have a 92 year old mom. She gets SS but it ain’t spit. She had funds( her..

My daughter is the executor of my trust.Should I put my house in her name before I pass,so it won’t..

Your most recent article urged a conservative approach for older investors. I am 83, in fairly good health, divorced, no..