Financial Planning / Retirement Questions

Do you make appt. to go over one’e investments and make guidance?

My wife and I own a small healthcare business with 2 employees. It was averagely profitable but never our main..

Terry, is there a trust, revocable or irrevocable, that can protect the assets of one’s home from probate and long..

Would it be beneficial for me to wait for my full maturity of 50% of my husbands amount? I am..

Hi Terry, I so admire your knowledge of investing. I am 53 years old. I work part time and have..

What is a reasonable fee to pay to have someone manage your retirement funds? We have been quoted 1.5% up..

I am 70 in 2019, retired, no mortgage, no credit card debt, children are adults. I have a 401(k) with..

I have a mortgage balance of $138,000 at 3 3/8%. I’m thinking about paying off my mortgage but since I..

Hi Terry, I am 69 years old and retiring in 2019. My 401k/IRA (TTL $600,000) allocation is roughly 40% Equities..

Can you repeat the web site to find a Fiduciary Financial planer. I tryed wealthgrant.com and it is no longer..

I want to find a financial planner in my area that is also a Fiduciary. Ideally I want to meet/interview..

Is it a good idea to have your CPA and also have him as your Financial advisor???

Hi Terry I’m 61 and retiring in year I’m in fidelity fund 2020 I’m putting in 10% of check company..

What should I do with my fully vested 401. I am retired & have lost a lot of money in..

My nephew is 66 and his wife will be 67 soon. They have 4 children and 3 grandchildren. He had..

My bank officer says people do not put their checking account into their trust, but you say it should be...

I am 66 and reached my full retirement age. I will retire 67. My wife will continue to work ,she..

I will be 64 in January and would like to start my social security at that time since I will..

Hi, my husband has a 401k that he established at a job he had 2 yrs ago. It is still..

I turned 65 this year i have a company pension of almost 81 k gross a year,and have not started..