Financial Planning / Retirement Questions

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..

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..