Financial Planning / Retirement Questions

Hello Terry. I retired in January 2019. I had my 401k in the Fidelity 2020 Target fund for many years...

our son, 24 years old has a 401 K at work but wants to open a separate roth IRA as..

My job was terminated this week due to corporate down sizing. I am 63, my wife 64. She retired last..

I’m 65 and retired that started as SS Disability in 2016. Have 147K parked in a 401k. Have 51K left..

I have inherited a 401K plan with a major company that belonged to my late husband. This is the month..

This is lost money that I never knew I had ( $11K ), it was contributed by my previous employer...

Hi Ms. Savage, I’m a 68 y/o retired Federal Government employee. I all my retirement money in my thrift account...

My 90 year old Mother has a Revocable Living Trust along with Last Will & Testament in place. She has..

I have $ in TIAA-CREF in the Traditional account, in the Defined Contribution Plan. Guaranteed Asset Class. How can I..

We are the youngest surviving members of a very small family. What do you recommend we do regarding the selection..

I moved from Illinois to Oregon last September. I have a pension from the Chicago Teachers Pension Fund. Oregon has..

Financial advisor wants me to invest into a annuity. 401 K approximately $390,000. Age 62. Small pension of approximately 1250..

I am the executor and agent in my mother’s will and trust but I don’t see her house mentioned with..

Hi Terry I live in Chicago Il , my husband and I are in our our mid 50’s beginning to..

Hi Terry, I’m 47, and am a stay at home mom. Kids are in early grade school, and my husband..

I was recently laid off by my company with a severance package, I have a couple of hundred thousand saved..

Hello, I’m 48, unmarried with a free and clear home. My only debt is credit card which is minimal. I..

I have a 401k and a trust. I want to leave to 2 of my kids. How do I set..

This summer my husband will start receiving distributions from an IRA and a 401k at this point we don’t need..

Terry, I have appx. 13 years left on my mortgage and am considering retirement next year. I have more house..