Financial Planning / Retirement Questions

Terry, I have followed you for years. 4 months ago I pulled about 1/2 of my money from a Vangard..

Hi Terry, My wife and I are retired for the most part. We still work a little part time. We..

Would it be better at this time to take from our IRA than to apply for social security?

We are living in retirement but do not need the investment to live on. We have I million so do..

Love your column. Please plead with your senior readers not to wait until they are in their 90s to work..

What should a financial advisor sign concerning fees charged and advice given concerning investments?

My mom has a will leaving all possessions to her four children equally however the house on in her name..

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...