Financial Planning / Retirement Questions

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..

Terry, I am retired and draw a pension of $2600 a month plus $226 in Social Security. I just bought..

Hi Terry can you supply a list or website to look at to find a good fiduciary financial advisor. I..

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….)..