Financial Planning / Retirement Questions

Hi Terry, my husband and I are not investment savvy & have interviewed Edward Jones Investments. I am not sure..

Is a savings account with an online bank a safe place to put my mom’s money from the sale of..

Would it be wise to pay off my $50,000 mortgage with my IRA/CD funds? I would save $5,100 per year..

I know u answer this all the time but……… my husband is retiring & has a 401k thru his job...

Hi Terry, in our personal and non tax exempt money, we currently have 75% in stock funds, 20% in the..

I work for a major airline that went bankrupt in early 2000. My pension was then transferred to the PBGC...

My wife and me have been retired 5 years. We are both 71 years old. Our house is fully paid..

Hi Terry… Question regarding IRA CDs that we opened based upon our tax preparer’s advice. At the time, we were..

Hi Terry, I getting close to retirement ( within the next 6 months ) and currently have my IRA at..

I have a 67 year old disabled sister who lives in an assisted living facility that costs approximately $6,500 per..

I’m looking for a financial advisor that can help my husband and me to make some choices on how to..

I will be retiring next month and will be eligible to collect my 401K. I will also be inheriting money..

My folks are retired living and receiving their social security. They own several properties and are considering selling one or..

We have a large nest egg with 2 children in their 20’s. What the investment advisor is pushing is an..

Hi Terry, Do my parents need to have a Will even though I’m their only child?

How do I go about picking out a Probate Lawyer for my mother’s estate? I don’t know of anyone who..

We have 114,000. In mature annuity and would like to take out about 50,000 to pay off our mortgage. That..

Hi Terry, My father recently passed away, survived by my mother, myself and my brother. Their savings and investments naturally..

Should we opt out of flexible spending in order to have a higher gross income 4 years prior to retirement?..

Terry – I’m hoping to retire in about 12 years. On our current mortgage, we would have roughly $50,000 remaining..