Financial Planning / Retirement Questions

I turn 62 in may 2020. Would it it beniefit me to collect my ss benefits? Also will I be..

My social security is greatly reduced because I have a pension with the city of CHICAGO. Is it possible to..

I am 63, my wife is 64. I lost my job during the summer, with severance pay through the end..

Hi Terry, My daughter was a teacher at CPS and had a 403b through Valic. She left CPS after 10..

I asked the brokerage firm with my 401K about best interest pledge, he stated the the company (Wells Fargo) will..

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..