Financial Planning / Retirement Questions

Is there a site to calculate the amount of RMD’s we should be taking? We have several different IRA accounts..

My wife and I are both 81 yrs old. She is in good health and I have some health issues..

Ok to protect assets before going to alz care? If yes, who would we talk to?

If you gift a stock that has been held for a long time and has gained a great deal, how..

I just received a letter from the SSA stating that I will need to pay a Medicare Part B IRMMA..

How can you compare financial planning businesses? I’ve recently heard about Savant Wealth Management and would like to compare it..

Hi, I’ll be 61 in January and hope to work only 2 more years. Does it make more financial sense..

Good morning Terry, I very much enjoy your insights on WGN and thought I would give my question a shot...

Hello Terry, Thank you for all of your Books/ info. I’m a member of ARP. I received an email from..

Since I just retired at age 65 without a spouse, I have to decide how to take the refund of..

On August 30, 2020 I closed an IRA CD for $218,000 with the plan of moving it into some other..

I asked the question this morning on the money show about the husband/wife team which was right in your wheelhouse!..

I am a recent widow and would like to invest insurance money and money from a Florida home sale and..

I’m 59 1/2 A financial advisor wants me to pull out $80,000 of my $100,000 that I have in my..

In 2005 my wife and I set up separate revocable trusts when the estate tax limits were much lower. Now..

Hi Ms Savage, We are in our late 60s and early 70s and are going to be married next year...

I have my mother’s power of attorney for financial matters. Her current will needs updating and we are working on..

Since I now live in a continuam care community, do not own any property, only my auto, do I need..

My husband is retiring in Jan. We both have ss and a pension. He only has 150,000 in thrift savings...

My boyfriend sold his house of 27 years and is moving into my house. He is 54 years old. Does..